GF
Gries Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
73,562
+6,005
| +9% | +$327K | 0.73% | 22 |
|
|
2025
Q1 | $3.5M | Sell |
67,557
-5,131
| -7% | -$266K | 0.68% | 26 |
|
|
2024
Q4 | $4.1M | Buy |
72,688
+28,861
| +66% | +$1.63M | 0.73% | 25 |
|
|
2024
Q3 | $2.41M | Buy |
43,827
+330
| +0.8% | +$18.1K | 0.45% | 42 |
|
|
2024
Q2 | $2.41M | Buy |
43,497
+894
| +2% | +$49.6K | 0.5% | 48 |
|
|
2024
Q1 | $2.31M | Buy |
+42,603
| New | +$2.31M | 0.39% | 66 |
|