Kingswood Wealth Advisors’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 | $4.81M | Sell |
88,447
-950
| -1% | -$51.7K | 0.38% | 48 |
|
|
2025
Q1 | $4.63M | Buy |
89,397
+14,410
| +19% | +$746K | 0.42% | 40 |
|
|
2024
Q4 | $4.23M | Buy |
74,987
+12,541
| +20% | +$707K | 0.32% | 59 |
|
|
2024
Q3 | $3.43M | Buy |
62,446
+16,467
| +36% | +$904K | 0.24% | 96 |
|
|
2024
Q2 | $2.55M | Buy |
45,979
+7,804
| +20% | +$433K | 0.23% | 96 |
|
|
2024
Q1 | $2.07M | Sell |
38,175
-1,149
| -3% | -$62.3K | 0.24% | 96 |
|
|
2023
Q4 | $1.96M | Buy |
39,324
+15,834
| +67% | +$791K | 0.22% | 103 |
|
|
2023
Q3 | $1.53M | Buy |
23,490
+13,430
| +133% | +$873K | 0.26% | 104 |
|
|
2023
Q2 | $487K | Buy |
+10,060
| New | +$487K | 0.16% | 140 |
|