Marshall Financial Group (Maryland)’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 | $17M | Buy |
314,165
+14,923
| +5% | +$806K | 3.33% | 6 |
|
|
2025
Q1 | $15.5M | Buy |
299,242
+1,941
| +0.7% | +$101K | 3.38% | 5 |
|
|
2024
Q4 | $16.8M | Buy |
297,301
+9,713
| +3% | +$548K | 4.06% | 3 |
|
|
2024
Q3 | $15.8M | Buy |
287,588
+2,928
| +1% | +$161K | 3.77% | 4 |
|
|
2024
Q2 | $15.8M | Buy |
284,660
+24,925
| +10% | +$1.38M | 4.42% | 2 |
|
|
2024
Q1 | $14.1M | Buy |
259,735
+141,638
| +120% | +$7.68M | 4.05% | 3 |
|
|
2023
Q4 | $5.9M | Buy |
+118,097
| New | +$5.9M | 1.9% | 12 |
|