Kraematon Investment 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 | $1.32M | Buy |
24,264
+122
| +0.5% | +$6.64K | 1.25% | 28 |
|
2025
Q1 | $1.25M | Buy |
24,142
+276
| +1% | +$14.3K | 1.27% | 24 |
|
2024
Q4 | $1.35M | Buy |
23,866
+2,609
| +12% | +$147K | 1.33% | 24 |
|
2024
Q3 | $1.17M | Buy |
21,257
+2,050
| +11% | +$113K | 1.15% | 32 |
|
2024
Q2 | $1.07M | Buy |
19,207
+1,037
| +6% | +$57.6K | 1.08% | 31 |
|
2024
Q1 | $986K | Buy |
18,170
+2,534
| +16% | +$137K | 0.99% | 33 |
|
2023
Q4 | $781K | Buy |
15,636
+5,727
| +58% | +$286K | 0.86% | 39 |
|
2023
Q3 | $465K | Sell |
9,909
-44
| -0.4% | -$2.07K | 0.57% | 48 |
|
2023
Q2 | $481K | Buy |
+9,953
| New | +$481K | 0.53% | 53 |
|
2023
Q1 | – | Sell |
-3,651
| Closed | -$149K | – | 169 |
|
2022
Q4 | $149K | Buy |
+3,651
| New | +$149K | 0.16% | 94 |
|