Maia Wealth’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 | $3.17M | Buy |
58,188
+4,660
| +9% | +$254K | 0.6% | 41 |
|
2025
Q1 | $2.67M | Sell |
53,528
-19,180
| -26% | -$958K | 0.61% | 43 |
|
2024
Q4 | $4.13M | Buy |
72,708
+12,019
| +20% | +$683K | 0.89% | 26 |
|
2024
Q3 | $3.35M | Sell |
60,689
-1,208
| -2% | -$66.7K | 0.83% | 32 |
|
2024
Q2 | $3.46M | Buy |
+61,897
| New | +$3.46M | 1.04% | 25 |
|
2023
Q4 | $738K | Buy |
+14,780
| New | +$738K | 0.3% | 67 |
|