OBWG
Onyx Bridge Wealth Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
62,277
+5,473
| +10% | +$298K | 0.45% | 53 |
|
|
2025
Q1 | $2.94M | Buy |
56,804
+2,717
| +5% | +$141K | 0.42% | 53 |
|
|
2024
Q4 | $3.05M | Buy |
54,087
+4,726
| +10% | +$267K | 0.44% | 47 |
|
|
2024
Q3 | $2.71M | Buy |
49,361
+9,022
| +22% | +$496K | 0.41% | 51 |
|
|
2024
Q2 | $2.24M | Buy |
40,339
+17,449
| +76% | +$968K | 0.37% | 53 |
|
|
2024
Q1 | $1.21M | Buy |
22,890
+16,317
| +248% | +$859K | 0.22% | 87 |
|
|
2023
Q4 | $328K | Buy |
+6,573
| New | +$328K | 0.07% | 180 |
|
|
2022
Q4 | – | Sell |
-11,168
| Closed | -$455K | – | 203 |
|
|
2022
Q3 | $455K | Buy |
+11,168
| New | +$455K | 0.21% | 82 |
|