Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Sell |
19,882
-53,205
| -73% | -$3M | 0.84% | 22 |
|
|
2024
Q3 | $4.01M | Sell |
73,087
-19,584
| -21% | -$1.08M | 1.17% | 20 |
|
|
2024
Q2 | $5.14M | Buy |
92,671
+7,956
| +9% | +$442K | 1.44% | 13 |
|
|
2024
Q1 | $4.59M | Buy |
84,715
+35,168
| +71% | +$1.91M | 1.37% | 14 |
|
|
2023
Q4 | $2.47M | Buy |
49,547
+29,769
| +151% | +$1.49M | 0.81% | 25 |
|
|
2023
Q3 | $928K | Buy |
+19,778
| New | +$928K | 0.33% | 64 |
|