Perissos Private Wealth Management’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 | $2.07M | Buy |
38,074
+3,095
| +9% | +$168K | 1.64% | 18 |
|
|
2025
Q1 | $1.81M | Buy |
34,979
+1,384
| +4% | +$71.7K | 1.65% | 19 |
|
|
2024
Q4 | $1.89M | Buy |
33,595
+17,561
| +110% | +$990K | 1.42% | 21 |
|
|
2024
Q3 | $881K | Buy |
16,034
+5,907
| +58% | +$324K | 0.71% | 45 |
|
|
2024
Q2 | $562K | Buy |
10,127
+4,926
| +95% | +$273K | 0.5% | 50 |
|
|
2024
Q1 | $282K | Buy |
+5,201
| New | +$282K | 0.26% | 62 |
|