Larson Financial Group’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 | $7.84M | Buy |
144,043
+64,615
| +81% | +$3.52M | 0.31% | 73 |
|
|
2025
Q1 | $4.11M | Buy |
79,428
+19,457
| +32% | +$1.01M | 0.19% | 97 |
|
|
2024
Q4 | $3.38M | Buy |
59,971
+19,679
| +49% | +$1.11M | 0.17% | 104 |
|
|
2024
Q3 | $2.21M | Buy |
40,292
+35,899
| +817% | +$1.97M | 0.13% | 149 |
|
|
2024
Q2 | $244K | Buy |
+4,393
| New | +$244K | 0.02% | 408 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$25K | – | 1849 |
|
|
2023
Q4 | $25K | Sell |
500
-1,600
| -76% | -$79.9K | ﹤0.01% | 791 |
|
|
2023
Q3 | $98.6K | Hold |
2,100
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $102K | Buy |
+2,100
| New | +$102K | 0.01% | 425 |
|