Insigneo Advisory Services’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 | $821K | Buy |
15,087
+2,480
| +20% | +$135K | 0.07% | 217 |
|
|
2025
Q1 | $653K | Buy |
12,607
+1,622
| +15% | +$84K | 0.07% | 239 |
|
|
2024
Q4 | $619K | Sell |
10,985
-40,050
| -78% | -$2.26M | 0.06% | 250 |
|
|
2024
Q3 | $2.8M | Sell |
51,035
-81,582
| -62% | -$4.48M | 0.28% | 67 |
|
|
2024
Q2 | $6.59M | Buy |
132,617
+110,484
| +499% | +$5.49M | 0.74% | 18 |
|
|
2024
Q1 | $1.2M | Buy |
22,133
+15,880
| +254% | +$861K | 0.14% | 138 |
|
|
2023
Q4 | $315K | Buy |
+6,253
| New | +$315K | 0.04% | 321 |
|