Ritter Daniher Financial Advisory’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-786
| Closed | -$42.6K | – | 313 |
|
|
2024
Q1 | $42.6K | Sell |
786
-877
| -53% | -$47.5K | 0.01% | 160 |
|
|
2023
Q4 | $83K | Buy |
1,663
+888
| +115% | +$44.3K | 0.03% | 118 |
|
|
2023
Q3 | $36.4K | Hold |
775
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $37.5K | Buy |
+775
| New | +$37.5K | 0.02% | 153 |
|