MW
Marks Wealth’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 | $1.97M | Buy |
36,204
+11,238
| +45% | +$611K | 0.64% | 11 |
|
|
2025
Q1 | $1.29M | Sell |
24,966
-495,007
| -95% | -$25.6M | 0.47% | 8 |
|
|
2024
Q4 | $29.3M | Buy |
519,973
+491,445
| +1,723% | +$27.7M | 14.11% | 4 |
|
|
2024
Q3 | $1.57M | Sell |
28,528
-1,578,164
| -98% | -$86.7M | 0.67% | 14 |
|
|
2024
Q2 | $89.2M | Sell |
1,606,692
-557,907
| -26% | -$31M | 39.35% | 1 |
|
|
2024
Q1 | $117M | Buy |
+2,164,599
| New | +$117M | 44.37% | 1 |
|