Patriot Financial Group Insurance Agency’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 | $5.32M | Sell |
97,715
-6,249
| -6% | -$340K | 0.61% | 34 |
|
|
2025
Q1 | $5.38M | Buy |
103,964
+8,212
| +9% | +$425K | 0.72% | 25 |
|
|
2024
Q4 | $5.4M | Buy |
95,752
+4,299
| +5% | +$242K | 0.72% | 27 |
|
|
2024
Q3 | $5.02M | Buy |
91,453
+9,469
| +12% | +$520K | 0.67% | 29 |
|
|
2024
Q2 | $4.55M | Buy |
81,984
+13,995
| +21% | +$777K | 0.67% | 28 |
|
|
2024
Q1 | $3.69M | Buy |
67,989
+24,780
| +57% | +$1.34M | 0.59% | 31 |
|
|
2023
Q4 | $2.16M | Buy |
+43,209
| New | +$2.16M | 0.41% | 51 |
|