IAM Advisory’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 | – | Sell |
-6,451
| Closed | -$334K | – | 102 |
|
|
2025
Q1 | $334K | Buy |
6,451
+386
| +6% | +$20K | 0.09% | 80 |
|
|
2024
Q4 | $342K | Buy |
6,065
+168
| +3% | +$9.47K | 0.09% | 78 |
|
|
2024
Q3 | $324K | Buy |
5,897
+154
| +3% | +$8.46K | 0.08% | 80 |
|
|
2024
Q2 | $319K | Sell |
5,743
-600
| -9% | -$33.3K | 0.09% | 78 |
|
|
2024
Q1 | $344K | Buy |
6,343
+136
| +2% | +$7.38K | 0.09% | 76 |
|
|
2023
Q4 | $310K | Buy |
6,207
+196
| +3% | +$9.79K | 0.1% | 72 |
|
|
2023
Q3 | $282K | Buy |
+6,011
| New | +$282K | 0.1% | 79 |
|