MFP
Meridian Financial Partners’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 | $679K | Buy |
12,477
+2,312
| +23% | +$126K | 0.32% | 60 |
|
|
2025
Q1 | $526K | Buy |
10,165
+439
| +5% | +$22.7K | 0.27% | 64 |
|
|
2024
Q4 | $548K | Sell |
9,726
-15,846
| -62% | -$893K | 0.29% | 60 |
|
|
2024
Q3 | $1.41M | Sell |
25,572
-13,678
| -35% | -$752K | 0.71% | 33 |
|
|
2024
Q2 | $2.14M | Sell |
39,250
-4,491
| -10% | -$245K | 1.27% | 16 |
|
|
2024
Q1 | $2.31M | Sell |
43,741
-22,055
| -34% | -$1.16M | 2.96% | 7 |
|
|
2023
Q4 | $3.35M | Sell |
65,796
-12,501
| -16% | -$636K | 3.43% | 6 |
|
|
2023
Q3 | $3.67M | Buy |
78,297
+180
| +0.2% | +$8.44K | 3.76% | 6 |
|
|
2023
Q2 | $3.81M | Sell |
78,117
-207
| -0.3% | -$10.1K | 2.29% | 11 |
|
|
2023
Q1 | $3.53M | Buy |
78,324
+186
| +0.2% | +$8.37K | 4% | 6 |
|
|
2022
Q4 | $3.29M | Buy |
78,138
+1,727
| +2% | +$72.7K | 3.7% | 6 |
|
|
2022
Q3 | $3.11M | Buy |
76,411
+1,898
| +3% | +$77.2K | 4.4% | 5 |
|
|
2022
Q2 | $3.62M | Buy |
+74,513
| New | +$3.62M | 2.45% | 10 |
|