Hibernia Wealth Partners’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 | $3.17M | Buy |
58,253
+41,889
| +256% | +$2.28M | 1.02% | 16 |
|
2025
Q1 | $847K | Sell |
16,364
-2,155
| -12% | -$112K | 0.6% | 20 |
|
2024
Q4 | $1.04M | Sell |
18,519
-10,619
| -36% | -$599K | 0.68% | 20 |
|
2024
Q3 | $1.6M | Buy |
29,138
+8,727
| +43% | +$479K | 0.48% | 22 |
|
2024
Q2 | $1.13M | Buy |
20,411
+11,447
| +128% | +$635K | 0.39% | 28 |
|
2024
Q1 | $486K | Buy |
+8,964
| New | +$486K | 0.33% | 42 |
|
2023
Q4 | – | Sell |
-14
| Closed | -$664 | – | 204 |
|
2023
Q3 | $664 | Buy |
+14
| New | +$664 | ﹤0.01% | 308 |
|