Pinnacle Wealth Management Advisory Group’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 | $3.06M | Buy |
56,182
+11,229
| +25% | +$611K | 0.25% | 80 |
|
|
2025
Q1 | $2.33M | Buy |
44,953
+24,520
| +120% | +$1.27M | 0.22% | 91 |
|
|
2024
Q4 | $1.15M | Sell |
20,433
-1,250
| -6% | -$70.5K | 0.11% | 120 |
|
|
2024
Q3 | $1.19M | Sell |
21,683
-13
| -0.1% | -$714 | 0.11% | 121 |
|
|
2024
Q2 | $1.2M | Hold |
21,696
| – | – | 0.12% | 119 |
|
|
2024
Q1 | $1.18M | Buy |
21,696
+1,839
| +9% | +$99.7K | 0.13% | 116 |
|
|
2023
Q4 | $991K | Buy |
19,857
+7,507
| +61% | +$375K | 0.12% | 122 |
|
|
2023
Q3 | $580K | Buy |
12,350
+2,600
| +27% | +$122K | 0.08% | 160 |
|
|
2023
Q2 | $472K | Hold |
9,750
| – | – | 0.06% | 189 |
|
|
2023
Q1 | $440K | Buy |
+9,750
| New | +$440K | 0.06% | 187 |
|