Mendel Capital 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 | $437K | Buy |
8,031
+174
| +2% | +$9.47K | 0.25% | 67 |
|
|
2025
Q1 | $407K | Hold |
7,857
| – | – | 0.25% | 69 |
|
|
2024
Q4 | $443K | Buy |
7,857
+139
| +2% | +$7.84K | 0.27% | 67 |
|
|
2024
Q3 | $424K | Hold |
7,718
| – | – | 0.26% | 69 |
|
|
2024
Q2 | $428K | Buy |
7,718
+1,730
| +29% | +$96K | 0.28% | 66 |
|
|
2024
Q1 | $325K | Buy |
+5,988
| New | +$325K | 0.22% | 75 |
|