OneDigital Investment 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 | $887K | Buy |
16,297
+3,624
| +29% | +$197K | 0.01% | 676 |
|
|
2025
Q1 | $656K | Sell |
12,673
-49,813
| -80% | -$2.58M | 0.01% | 759 |
|
|
2024
Q4 | $3.52M | Buy |
62,486
+32,979
| +112% | +$1.86M | 0.04% | 302 |
|
|
2024
Q3 | $1.62M | Sell |
29,507
-2,257
| -7% | -$124K | 0.02% | 504 |
|
|
2024
Q2 | $1.76M | Sell |
31,764
-5,098
| -14% | -$283K | 0.02% | 454 |
|
|
2024
Q1 | $2M | Sell |
36,862
-340
| -0.9% | -$18.4K | 0.03% | 335 |
|
|
2023
Q4 | $1.86M | Buy |
37,202
+1,115
| +3% | +$55.7K | 0.03% | 329 |
|
|
2023
Q3 | $1.69M | Sell |
36,087
-2,554
| -7% | -$120K | 0.04% | 310 |
|
|
2023
Q2 | $1.87M | Buy |
38,641
+18,479
| +92% | +$894K | 0.04% | 289 |
|
|
2023
Q1 | $909K | Buy |
+20,162
| New | +$909K | 0.02% | 411 |
|