ML
McAdam LLC’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 | $283K | Sell |
5,194
-3,057
| -37% | -$166K | 0.02% | 302 |
|
2025
Q1 | $427K | Buy |
8,251
+537
| +7% | +$27.8K | 0.03% | 209 |
|
2024
Q4 | $435K | Buy |
7,714
+1,817
| +31% | +$102K | 0.02% | 216 |
|
2024
Q3 | $324K | Sell |
5,897
-345
| -6% | -$19K | 0.02% | 244 |
|
2024
Q2 | $346K | Buy |
+6,242
| New | +$346K | 0.02% | 215 |
|