Northwestern Mutual Wealth Management’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 | $14.6M | Buy |
268,571
+111,776
| +71% | +$6.08M | 0.01% | 440 |
|
|
2025
Q1 | $8.12M | Buy |
156,795
+74,538
| +91% | +$3.86M | 0.01% | 532 |
|
|
2024
Q4 | $4.64M | Buy |
82,257
+58,632
| +248% | +$3.31M | ﹤0.01% | 640 |
|
|
2024
Q3 | $1.3M | Sell |
23,625
-400
| -2% | -$22K | ﹤0.01% | 975 |
|
|
2024
Q2 | $1.33M | Buy |
24,025
+4,139
| +21% | +$230K | ﹤0.01% | 935 |
|
|
2024
Q1 | $1.08M | Buy |
19,886
+19,255
| +3,052% | +$1.04M | ﹤0.01% | 986 |
|
|
2023
Q4 | $31.5K | Sell |
631
-520
| -45% | -$26K | ﹤0.01% | 2239 |
|
|
2023
Q3 | $54K | Sell |
1,151
-70
| -6% | -$3.29K | ﹤0.01% | 1940 |
|
|
2023
Q2 | $59.1K | Buy |
+1,221
| New | +$59.1K | ﹤0.01% | 1924 |
|
|
2023
Q1 | – | Sell |
-163
| Closed | -$6.65K | – | 3488 |
|
|
2022
Q4 | $6.65K | Buy |
+163
| New | +$6.65K | ﹤0.01% | 2640 |
|