MHS
M Holdings Securities’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
51,902
+22,394
| +76% | +$1.22M | 0.48% | 49 |
|
|
2025
Q1 | $1.53M | Buy |
29,508
+6,390
| +28% | +$331K | 0.25% | 71 |
|
|
2024
Q4 | $1.3M | Buy |
23,118
+3,924
| +20% | +$221K | 0.21% | 74 |
|
|
2024
Q3 | $1.05M | Buy |
19,194
+6,412
| +50% | +$352K | 0.27% | 46 |
|
|
2024
Q2 | $709K | Buy |
+12,782
| New | +$709K | 0.09% | 124 |
|