JF
JSF Financial’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 | $741K | Sell |
13,616
-1,891
| -12% | -$103K | 0.18% | 78 |
|
|
2025
Q1 | $803K | Sell |
15,507
-3,905
| -20% | -$202K | 0.21% | 73 |
|
|
2024
Q4 | $1.09M | Buy |
19,412
+3,500
| +22% | +$197K | 0.29% | 48 |
|
|
2024
Q3 | $874K | Buy |
15,912
+1,317
| +9% | +$72.3K | 0.25% | 58 |
|
|
2024
Q2 | $810K | Sell |
14,595
-43
| -0.3% | -$2.39K | 0.25% | 54 |
|
|
2024
Q1 | $794K | Buy |
14,638
+5,770
| +65% | +$313K | 0.25% | 50 |
|
|
2023
Q4 | $443K | Buy |
+8,868
| New | +$443K | 0.15% | 71 |
|