Principle Wealth Partners’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 | $7.73M | Buy |
142,058
+24,515
| +21% | +$1.33M | 0.48% | 43 |
|
|
2025
Q1 | $6.09M | Buy |
117,543
+32,037
| +37% | +$1.66M | 0.44% | 55 |
|
|
2024
Q4 | $4.82M | Sell |
85,506
-940
| -1% | -$53K | 0.34% | 69 |
|
|
2024
Q3 | $4.75M | Buy |
86,446
+980
| +1% | +$53.8K | 0.34% | 72 |
|
|
2024
Q2 | $4.74M | Sell |
85,466
-803
| -0.9% | -$44.6K | 0.36% | 69 |
|
|
2024
Q1 | $4.68M | Buy |
86,269
+4,044
| +5% | +$219K | 0.37% | 71 |
|
|
2023
Q4 | $4.11M | Buy |
82,225
+6,631
| +9% | +$331K | 0.35% | 72 |
|
|
2023
Q3 | $3.55M | Buy |
75,594
+11,430
| +18% | +$536K | 0.36% | 70 |
|
|
2023
Q2 | $3.1M | Buy |
+64,164
| New | +$3.1M | 0.31% | 76 |
|