KFG 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 | $2.19M | Buy |
40,183
+8,738
| +28% | +$475K | 0.35% | 47 |
|
|
2025
Q1 | $1.63M | Buy |
31,445
+9,617
| +44% | +$498K | 0.3% | 55 |
|
|
2024
Q4 | $1.23M | Buy |
21,828
+4,460
| +26% | +$251K | 0.23% | 56 |
|
|
2024
Q3 | $954K | Buy |
17,368
+1,652
| +11% | +$90.7K | 0.21% | 67 |
|
|
2024
Q2 | $872K | Buy |
15,716
+5,621
| +56% | +$312K | 0.35% | 56 |
|
|
2024
Q1 | $548K | Buy |
+10,095
| New | +$548K | 0.23% | 79 |
|