MAM
Morse Asset Management’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 | $7.8M | Buy |
143,292
+44,078
| +44% | +$2.4M | 1.71% | 14 |
|
2025
Q1 | $5.14M | Buy |
99,214
+32,933
| +50% | +$1.71M | 1.3% | 25 |
|
2024
Q4 | $3.74M | Buy |
66,281
+629
| +1% | +$35.5K | 0.85% | 36 |
|
2024
Q3 | $3.61M | Buy |
65,652
+31,137
| +90% | +$1.71M | 0.78% | 34 |
|
2024
Q2 | $1.92M | Buy |
34,515
+23,370
| +210% | +$1.3M | 0.46% | 54 |
|
2024
Q1 | $605K | Buy |
11,145
+3,645
| +49% | +$198K | 0.15% | 100 |
|
2023
Q4 | $374K | Buy |
+7,500
| New | +$374K | 0.11% | 114 |
|