Iron Horse Wealth Management’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 | $43.5K | Sell |
800
-101
| -11% | -$5.49K | 0.01% | 149 |
|
|
2025
Q1 | $46.7K | Sell |
901
-39
| -4% | -$2.02K | 0.02% | 131 |
|
|
2024
Q4 | $53K | Buy |
940
+200
| +27% | +$11.3K | 0.02% | 110 |
|
|
2024
Q3 | $40.6K | Hold |
740
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $41.1K | Hold |
740
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $40.1K | Hold |
740
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $36.9K | Buy |
740
+240
| +48% | +$12K | 0.02% | 90 |
|
|
2023
Q3 | $23.5K | Buy |
500
+450
| +900% | +$21.1K | 0.01% | 103 |
|
|
2023
Q2 | $2.42K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $2.26K | Buy |
+50
| New | +$2.26K | ﹤0.01% | 239 |
|