Hilltop 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 | $25.3M | Buy |
465,775
+29,492
| +7% | +$1.6M | 14.23% | 2 |
|
|
2025
Q1 | $22.6M | Buy |
436,283
+18,095
| +4% | +$937K | 12.76% | 2 |
|
|
2024
Q4 | $23.6M | Buy |
418,188
+6,452
| +2% | +$364K | 11.92% | 2 |
|
|
2024
Q3 | $22.6M | Buy |
411,736
+6,951
| +2% | +$382K | 10.55% | 2 |
|
|
2024
Q2 | $22.5M | Buy |
404,785
+203,287
| +101% | +$11.3M | 11.27% | 2 |
|
|
2024
Q1 | $10.9M | Sell |
201,498
-5,740
| -3% | -$311K | 5.59% | 6 |
|
|
2023
Q4 | $10.3M | Buy |
+207,238
| New | +$10.3M | 5.9% | 6 |
|