Kelly Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $679K | Buy |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $56.7K | Buy |
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