Rockingstone Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Sell |
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|
2025
Q2 | $625K | Hold |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $745K | Sell |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $237K | Buy |
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