Level Four Advisory Services’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 | $2.05M | Buy |
37,649
+23,255
| +162% | +$1.27M | 0.08% | 256 |
|
2025
Q1 | $745K | Sell |
14,394
-418
| -3% | -$21.6K | 0.03% | 416 |
|
2024
Q4 | $835K | Buy |
14,812
+7,573
| +105% | +$427K | 0.03% | 386 |
|
2024
Q3 | $395K | Buy |
7,239
+1,741
| +32% | +$95K | 0.02% | 565 |
|
2024
Q2 | $305K | Buy |
5,498
+295
| +6% | +$16.4K | 0.01% | 605 |
|
2024
Q1 | $260K | Buy |
5,203
+559
| +12% | +$27.9K | 0.01% | 652 |
|
2023
Q4 | $232K | Buy |
+4,644
| New | +$232K | 0.01% | 681 |
|