Laird Norton Wetherby Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $217K | Buy |
3,841
+32
| +0.8% | +$1.8K | 0.01% | 815 |
|
|
2024
Q3 | $209K | Buy |
3,809
+72
| +2% | +$3.96K | 0.01% | 855 |
|
|
2024
Q2 | $207K | Sell |
3,737
-571
| -13% | -$31.7K | 0.01% | 836 |
|
|
2024
Q1 | $234K | Sell |
4,308
-116
| -3% | -$6.29K | 0.01% | 823 |
|
|
2023
Q4 | $221K | Buy |
+4,424
| New | +$221K | 0.01% | 825 |
|