OneDigital Investment Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $963K | Buy |
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2025
Q2 | $887K | Buy |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $909K | Buy |
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