Personal CFO Solutions’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 | $364K | Buy |
6,693
+238
| +4% | +$12.9K | 0.07% | 280 |
|
|
2025
Q1 | $334K | Buy |
6,455
+433
| +7% | +$22.4K | 0.07% | 285 |
|
|
2024
Q4 | $340K | Buy |
6,022
+1,090
| +22% | +$61.5K | 0.07% | 283 |
|
|
2024
Q3 | $271K | Sell |
4,932
-54
| -1% | -$2.97K | 0.04% | 454 |
|
|
2024
Q2 | $277K | Buy |
4,986
+523
| +12% | +$29K | 0.04% | 410 |
|
|
2024
Q1 | $242K | Buy |
+4,463
| New | +$242K | 0.04% | 459 |
|