Panoramic 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 | $739K | Buy |
13,580
+900
| +7% | +$49K | 0.45% | 49 |
|
|
2025
Q1 | $657K | Hold |
12,680
| – | – | 0.44% | 53 |
|
|
2024
Q4 | $715K | Buy |
12,680
+130
| +1% | +$7.33K | 0.47% | 51 |
|
|
2024
Q3 | $689K | Buy |
+12,550
| New | +$689K | 0.48% | 50 |
|
|
2024
Q1 | $694K | Buy |
12,800
+250
| +2% | +$13.6K | 0.51% | 49 |
|
|
2023
Q4 | $627K | Buy |
12,550
+250
| +2% | +$12.5K | 0.54% | 49 |
|
|
2023
Q3 | $577K | Buy |
+12,300
| New | +$577K | 0.53% | 48 |
|