PDS Planning’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 | $2.19M | Buy |
40,197
+792
| +2% | +$43.1K | 0.16% | 64 |
|
|
2025
Q1 | $2.04M | Buy |
39,405
+2,511
| +7% | +$130K | 0.17% | 66 |
|
|
2024
Q4 | $2.08M | Buy |
36,894
+206
| +0.6% | +$11.6K | 0.18% | 63 |
|
|
2024
Q3 | $2.02M | Buy |
36,688
+6,645
| +22% | +$365K | 0.18% | 65 |
|
|
2024
Q2 | $1.67M | Buy |
30,043
+8,094
| +37% | +$449K | 0.17% | 67 |
|
|
2024
Q1 | $1.19M | Buy |
21,949
+12,848
| +141% | +$697K | 0.13% | 74 |
|
|
2023
Q4 | $454K | Buy |
+9,101
| New | +$454K | 0.05% | 163 |
|