Lido 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 | $1.88M | Buy |
34,588
+6,669
| +24% | +$363K | 0.01% | 558 |
|
|
2025
Q1 | $1.45M | Buy |
27,919
+4,462
| +19% | +$231K | 0.01% | 599 |
|
|
2024
Q4 | $1.33M | Buy |
23,457
+14,898
| +174% | +$844K | 0.01% | 601 |
|
|
2024
Q3 | $470K | Buy |
8,559
+636
| +8% | +$34.9K | ﹤0.01% | 882 |
|
|
2024
Q2 | $440K | Sell |
7,923
-240
| -3% | -$13.3K | ﹤0.01% | 873 |
|
|
2024
Q1 | $443K | Sell |
8,163
-10,489
| -56% | -$569K | ﹤0.01% | 854 |
|
|
2023
Q4 | $939K | Buy |
18,652
+293
| +2% | +$14.7K | 0.01% | 583 |
|
|
2023
Q3 | $862K | Buy |
18,359
+2,165
| +13% | +$102K | 0.01% | 527 |
|
|
2023
Q2 | $783K | Buy |
16,194
+959
| +6% | +$46.4K | 0.01% | 545 |
|
|
2023
Q1 | $687K | Buy |
+15,235
| New | +$687K | 0.01% | 521 |
|