Navis Wealth 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 | $404K | Sell |
7,423
-9,084
| -55% | -$494K | 0.34% | 66 |
|
|
2025
Q1 | $855K | Buy |
16,507
+10,937
| +196% | +$566K | 0.84% | 24 |
|
|
2024
Q4 | $314K | Hold |
5,570
| – | – | 0.34% | 71 |
|
|
2024
Q3 | $306K | Sell |
5,570
-1,000
| -15% | -$54.9K | 0.33% | 73 |
|
|
2024
Q2 | $365K | Hold |
6,570
| – | – | 0.42% | 54 |
|
|
2024
Q1 | $356K | Buy |
+6,570
| New | +$356K | 0.43% | 54 |
|