IFPG
Intrepid Financial Planning Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
93,859
+8,279
| +10% | +$450K | 2.15% | 11 |
|
|
2025
Q1 | $4.43M | Buy |
85,580
+7,737
| +10% | +$401K | 2.05% | 13 |
|
|
2024
Q4 | $4.39M | Buy |
77,843
+37,555
| +93% | +$2.12M | 1.85% | 14 |
|
|
2024
Q3 | $2.21M | Buy |
40,288
+23,430
| +139% | +$1.29M | 0.95% | 25 |
|
|
2024
Q2 | $936K | Buy |
16,858
+10,284
| +156% | +$571K | 0.4% | 49 |
|
|
2024
Q1 | $357K | Buy |
+6,574
| New | +$357K | 0.15% | 89 |
|