Mutual 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 | $4.01M | Buy |
72,736
+17,075
| +31% | +$940K | 0.1% | 202 |
|
|
2025
Q1 | $2.84M | Buy |
55,661
+16,705
| +43% | +$853K | 0.08% | 227 |
|
|
2024
Q4 | $2.2M | Buy |
38,956
+9,667
| +33% | +$547K | 0.06% | 263 |
|
|
2024
Q3 | $1.62M | Buy |
29,289
+9,596
| +49% | +$530K | 0.05% | 326 |
|
|
2024
Q2 | $1.04M | Buy |
19,693
+2,963
| +18% | +$157K | 0.03% | 473 |
|
|
2024
Q1 | $907K | Buy |
16,730
+5,058
| +43% | +$274K | 0.03% | 501 |
|
|
2023
Q4 | $583K | Buy |
11,672
+6,901
| +145% | +$345K | 0.02% | 614 |
|
|
2023
Q3 | $224K | Buy |
4,771
+605
| +15% | +$28.4K | 0.01% | 878 |
|
|
2023
Q2 | $202K | Buy |
+4,166
| New | +$202K | 0.01% | 945 |
|