JWM
Jupiter Wealth Management’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
Q1 | – | Sell |
-12,000
| Closed | -$677K | – | 78 |
|
|
2024
Q4 | $677K | Buy |
12,000
+7,000
| +140% | +$395K | 0.34% | 55 |
|
|
2024
Q3 | $275K | Hold |
5,000
| – | – | 0.14% | 75 |
|
|
2024
Q2 | $269K | Hold |
5,000
| – | – | 0.14% | 76 |
|
|
2024
Q1 | $266K | Hold |
5,000
| – | – | 0.14% | 77 |
|
|
2023
Q4 | $250K | Hold |
5,000
| – | – | 0.15% | 76 |
|
|
2023
Q3 | $243K | Buy |
+5,000
| New | +$243K | 0.16% | 72 |
|