HBW Advisory Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.05M | Sell |
56,008
-3,065
| -5% | -$167K | 0.38% | 60 |
|
2025
Q1 | $3.06M | Buy |
59,073
+38,072
| +181% | +$1.97M | 0.43% | 60 |
|
2024
Q4 | $1.18M | Buy |
21,001
+3,175
| +18% | +$179K | 0.12% | 121 |
|
2024
Q3 | $979K | Sell |
17,826
-1,044
| -6% | -$57.3K | 0.14% | 138 |
|
2024
Q2 | $1.05M | Buy |
18,870
+5,796
| +44% | +$322K | 0.17% | 133 |
|
2024
Q1 | $653K | Hold |
13,074
| – | – | 0.12% | 159 |
|
2023
Q4 | $653K | Buy |
13,074
+4,189
| +47% | +$209K | 0.12% | 159 |
|
2023
Q3 | $417K | Sell |
8,885
-1,093
| -11% | -$51.3K | 0.09% | 188 |
|
2023
Q2 | $483K | Buy |
+9,978
| New | +$483K | 0.1% | 181 |
|