Prospera Financial Services’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 | $11M | Buy |
202,930
+14,069
| +7% | +$766K | 0.21% | 106 |
|
2025
Q1 | $9.78M | Buy |
188,861
+16,724
| +10% | +$866K | 0.22% | 104 |
|
2024
Q4 | $9.71M | Buy |
172,137
+31,659
| +23% | +$1.79M | 0.23% | 97 |
|
2024
Q3 | $7.72M | Buy |
140,478
+35,143
| +33% | +$1.93M | 0.2% | 114 |
|
2024
Q2 | $5.85M | Sell |
105,335
-63,920
| -38% | -$3.55M | 0.16% | 135 |
|
2024
Q1 | $9.18M | Buy |
169,255
+24,504
| +17% | +$1.33M | 0.27% | 77 |
|
2023
Q4 | $7.23M | Buy |
144,751
+45,730
| +46% | +$2.28M | 0.24% | 94 |
|
2023
Q3 | $4.65M | Buy |
99,021
+4,518
| +5% | +$212K | 0.18% | 129 |
|
2023
Q2 | $4.57M | Sell |
94,503
-80,186
| -46% | -$3.88M | 0.18% | 132 |
|
2023
Q1 | $7.88M | Buy |
174,689
+20,804
| +14% | +$938K | 0.32% | 64 |
|
2022
Q4 | $6.28M | Buy |
+153,885
| New | +$6.28M | 0.31% | 76 |
|