RFA
Resurgent Financial Advisors’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 | $1.93M | Buy |
35,513
+7,426
| +26% | +$404K | 1.06% | 20 |
|
|
2025
Q1 | $1.45M | Sell |
28,087
-248
| -0.9% | -$12.8K | 0.87% | 28 |
|
|
2024
Q4 | $1.6M | Buy |
28,335
+4,987
| +21% | +$281K | 0.94% | 24 |
|
|
2024
Q3 | $1.28M | Sell |
23,348
-1,698
| -7% | -$93.3K | 0.75% | 33 |
|
|
2024
Q2 | $1.39M | Buy |
25,046
+3,570
| +17% | +$198K | 0.86% | 29 |
|
|
2024
Q1 | $1.16M | Buy |
21,476
+13,039
| +155% | +$707K | 0.62% | 40 |
|
|
2023
Q4 | $421K | Buy |
+8,437
| New | +$421K | 0.26% | 101 |
|