New England Private 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 | $7.12M | Buy |
128,949
+4,167
| +3% | +$230K | 1.04% | 30 |
|
|
2025
Q1 | $6.46M | Buy |
124,782
+7,156
| +6% | +$371K | 1% | 31 |
|
|
2024
Q4 | $6.63M | Buy |
117,626
+2,417
| +2% | +$136K | 1.05% | 32 |
|
|
2024
Q3 | $6.33M | Sell |
115,209
-620
| -0.5% | -$34.1K | 1.02% | 29 |
|
|
2024
Q2 | $6.43M | Buy |
115,829
+3,439
| +3% | +$191K | 1.12% | 29 |
|
|
2024
Q1 | $6.07M | Buy |
112,390
+2,208
| +2% | +$119K | 1.07% | 27 |
|
|
2023
Q4 | $5.5M | Buy |
110,182
+11,297
| +11% | +$564K | 1.02% | 29 |
|
|
2023
Q3 | $4.68M | Buy |
98,885
+33,582
| +51% | +$1.59M | 0.98% | 28 |
|
|
2023
Q2 | $3.16M | Buy |
65,303
+55,315
| +554% | +$2.68M | 0.64% | 40 |
|
|
2023
Q1 | $450K | Buy |
+9,988
| New | +$450K | 0.09% | 79 |
|