Lifeworks 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 | $2.03M | Buy |
37,317
+29,109
| +355% | +$1.58M | 0.3% | 83 |
|
|
2025
Q1 | $425K | Sell |
8,208
-20
| -0.2% | -$1.04K | 0.07% | 199 |
|
|
2024
Q4 | $464K | Buy |
8,228
+243
| +3% | +$13.7K | 0.08% | 175 |
|
|
2024
Q3 | $439K | Buy |
7,985
+1,700
| +27% | +$93.4K | 0.09% | 180 |
|
|
2024
Q2 | $349K | Sell |
6,285
-66
| -1% | -$3.66K | 0.1% | 161 |
|
|
2024
Q1 | $344K | Buy |
6,351
+66
| +1% | +$3.58K | 0.1% | 157 |
|
|
2023
Q4 | $314K | Hold |
6,285
| – | – | 0.11% | 154 |
|
|
2023
Q3 | $295K | Buy |
+6,285
| New | +$295K | 0.11% | 149 |
|