Mayflower Financial Advisors’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 | $600K | Buy |
11,023
+2,101
| +24% | +$114K | 0.08% | 211 |
|
|
2025
Q1 | $462K | Buy |
8,922
+3,914
| +78% | +$203K | 0.07% | 241 |
|
|
2024
Q4 | $282K | Buy |
5,008
+200
| +4% | +$11.3K | 0.04% | 305 |
|
|
2024
Q3 | $264K | Hold |
4,808
| – | – | 0.04% | 309 |
|
|
2024
Q2 | $267K | Hold |
4,808
| – | – | 0.04% | 295 |
|
|
2024
Q1 | $261K | Buy |
+4,808
| New | +$261K | 0.04% | 297 |
|