LGT Financial 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 | $8.53K | Buy |
157
+12
| +8% | +$652 | 0.02% | 223 |
|
|
2025
Q1 | $7.49K | Sell |
145
-85
| -37% | -$4.39K | 0.02% | 190 |
|
|
2024
Q4 | $12.9K | Sell |
230
-15
| -6% | -$844 | 0.03% | 394 |
|
|
2024
Q3 | $13.4K | Buy |
245
+12
| +5% | +$658 | 0.03% | 363 |
|
|
2024
Q2 | $12.9K | Buy |
233
+2
| +0.9% | +$111 | 0.03% | 410 |
|
|
2024
Q1 | $12.5K | Buy |
231
+1
| +0.4% | +$54 | 0.01% | 456 |
|
|
2023
Q4 | $11.5K | Sell |
230
-484
| -68% | -$24.1K | 0.01% | 458 |
|
|
2023
Q3 | $33.5K | Buy |
+714
| New | +$33.5K | 0.04% | 260 |
|