IFG 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 | $1.62M | Buy |
29,742
+180
| +0.6% | +$9.79K | 0.08% | 256 |
|
|
2025
Q1 | $1.53M | Buy |
29,562
+364
| +1% | +$18.8K | 0.08% | 248 |
|
|
2024
Q4 | $1.65M | Sell |
29,198
-1,867
| -6% | -$105K | 0.09% | 232 |
|
|
2024
Q3 | $1.71M | Sell |
31,065
-3,209
| -9% | -$176K | 0.11% | 220 |
|
|
2024
Q2 | $1.9M | Buy |
34,274
+15,748
| +85% | +$874K | 0.12% | 198 |
|
|
2024
Q1 | $1M | Buy |
18,526
+14,314
| +340% | +$776K | 0.07% | 247 |
|
|
2023
Q4 | $210K | Buy |
+4,212
| New | +$210K | 0.02% | 545 |
|