IFP 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 | $1.85M | Buy |
34,089
+7,103
| +26% | +$386K | 0.05% | 369 |
|
|
2025
Q1 | $1.4M | Sell |
26,986
-12,342
| -31% | -$639K | 0.04% | 458 |
|
|
2024
Q4 | $2.22M | Buy |
39,328
+2,628
| +7% | +$148K | 0.07% | 312 |
|
|
2024
Q3 | $2.02M | Sell |
36,700
-2,684
| -7% | -$147K | 0.07% | 302 |
|
|
2024
Q2 | $2.19M | Sell |
39,384
-5,958
| -13% | -$331K | 0.09% | 244 |
|
|
2024
Q1 | $2.46M | Buy |
45,342
+8,879
| +24% | +$482K | 0.11% | 209 |
|
|
2023
Q4 | $1.82M | Buy |
36,463
+8,237
| +29% | +$411K | 0.09% | 256 |
|
|
2023
Q3 | $1.32M | Buy |
28,226
+248
| +0.9% | +$11.6K | 0.06% | 325 |
|
|
2023
Q2 | $1.35M | Buy |
27,978
+9,244
| +49% | +$447K | 0.06% | 347 |
|
|
2023
Q1 | $957K | Buy |
18,734
+17,570
| +1,509% | +$898K | 0.04% | 402 |
|
|
2022
Q4 | $60K | Buy |
1,164
+86
| +8% | +$4.43K | ﹤0.01% | 2115 |
|
|
2022
Q3 | $55K | Buy |
+1,078
| New | +$55K | ﹤0.01% | 2292 |
|