Marion Wealth Management’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 | $532K | Sell |
9,786
-1,427
| -13% | -$77.6K | 0.13% | 88 |
|
|
2025
Q1 | $581K | Sell |
11,213
-112
| -1% | -$5.8K | 0.16% | 86 |
|
|
2024
Q4 | $638K | Buy |
11,325
+254
| +2% | +$14.3K | 0.17% | 85 |
|
|
2024
Q3 | $608K | Buy |
11,071
+1,624
| +17% | +$89.2K | 0.16% | 84 |
|
|
2024
Q2 | $524K | Sell |
9,447
-255
| -3% | -$14.2K | 0.15% | 88 |
|
|
2024
Q1 | $526K | Buy |
9,702
+707
| +8% | +$38.3K | 0.16% | 87 |
|
|
2023
Q4 | $449K | Buy |
8,995
+57
| +0.6% | +$2.85K | 0.14% | 88 |
|
|
2023
Q3 | $419K | Sell |
8,938
-657
| -7% | -$30.8K | 0.15% | 90 |
|
|
2023
Q2 | $464K | Buy |
+9,595
| New | +$464K | 0.16% | 83 |
|