PFG
Prosperity Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
54,595
+3,461
| +7% | +$188K | 1.26% | 27 |
|
|
2025
Q1 | $2.65M | Buy |
51,134
+2,950
| +6% | +$153K | 1.32% | 25 |
|
|
2024
Q4 | $2.72M | Buy |
48,184
+3,148
| +7% | +$177K | 1.35% | 19 |
|
|
2024
Q3 | $2.47M | Buy |
45,036
+648
| +1% | +$35.6K | 1.39% | 21 |
|
|
2024
Q2 | $2.46M | Buy |
44,388
+2,398
| +6% | +$133K | 1.55% | 16 |
|
|
2024
Q1 | $2.28M | Sell |
41,990
-24,828
| -37% | -$1.35M | 1.41% | 21 |
|
|
2023
Q4 | $3.34M | Buy |
66,818
+4,013
| +6% | +$200K | 2.32% | 11 |
|
|
2023
Q3 | $2.95M | Buy |
62,805
+13,378
| +27% | +$628K | 2.43% | 10 |
|
|
2023
Q2 | $2.39M | Buy |
49,427
+159
| +0.3% | +$7.69K | 2.1% | 10 |
|
|
2023
Q1 | $2.22M | Buy |
+49,268
| New | +$2.22M | 2.25% | 10 |
|