Kingsview 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 | $8.77M | Buy |
161,199
+28,106
| +21% | +$1.53M | 0.15% | 146 |
|
|
2025
Q1 | $6.89M | Buy |
133,093
+29,280
| +28% | +$1.52M | 0.13% | 168 |
|
|
2024
Q4 | $5.85M | Buy |
103,813
+6,088
| +6% | +$343K | 0.11% | 183 |
|
|
2024
Q3 | $5.37M | Buy |
97,725
+8,437
| +9% | +$463K | 0.11% | 192 |
|
|
2024
Q2 | $4.96M | Buy |
89,288
+22,490
| +34% | +$1.25M | 0.12% | 185 |
|
|
2024
Q1 | $3.62M | Buy |
66,798
+15,177
| +29% | +$823K | 0.09% | 213 |
|
|
2023
Q4 | $2.58M | Buy |
51,621
+3,132
| +6% | +$156K | 0.08% | 230 |
|
|
2023
Q3 | $2.28M | Buy |
48,489
+12,354
| +34% | +$580K | 0.08% | 255 |
|
|
2023
Q2 | $1.75M | Buy |
36,135
+20,016
| +124% | +$968K | 0.07% | 269 |
|
|
2023
Q1 | $727K | Buy |
16,119
+4,932
| +44% | +$222K | 0.03% | 477 |
|
|
2022
Q4 | $456K | Buy |
+11,187
| New | +$456K | 0.02% | 536 |
|