Heritage Wealth Advisors’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 | $39K | Hold |
717
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $37.1K | Hold |
717
| – | – | ﹤0.01% | 322 |
|
|
2024
Q4 | $40.4K | Buy |
717
+147
| +26% | +$8.29K | ﹤0.01% | 332 |
|
|
2024
Q3 | $31.3K | Buy |
570
+170
| +43% | +$9.34K | ﹤0.01% | 366 |
|
|
2024
Q2 | $22.2K | Hold |
400
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $21.7K | Buy |
+400
| New | +$21.7K | ﹤0.01% | 391 |
|