Marcum Wealth’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $365K | Buy |
|
|||||
|
2024
Q4 | $358K | Buy |
|
|||||
|
2024
Q3 | $329K | Sell |
|
|||||
|
2024
Q2 | $333K | Sell |
|
|||||
|
2024
Q1 | $367K | Sell |
|
|||||
|
2023
Q4 | $342K | Sell |
|
|||||
|
2023
Q3 | $329K | Buy |
|
|||||
|
2023
Q2 | $310K | Buy |
|
|||||
|
2023
Q1 | $226K | Sell |
|
|||||
|
2022
Q4 | $223K | Sell |
|
|||||
|
2022
Q3 | $296K | Buy |
|