SWM
SeaCrest Wealth Management’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 | $3.57M | Buy |
65,613
+10,518
| +19% | +$572K | 0.39% | 43 |
|
|
2025
Q1 | $2.85M | Sell |
55,095
-641
| -1% | -$33.2K | 0.32% | 53 |
|
|
2024
Q4 | $3.14M | Buy |
55,736
+9,367
| +20% | +$528K | 0.33% | 47 |
|
|
2024
Q3 | $2.55M | Buy |
46,369
+5,828
| +14% | +$320K | 0.27% | 61 |
|
|
2024
Q2 | $2.25M | Buy |
40,541
+29,035
| +252% | +$1.61M | 0.26% | 67 |
|
|
2024
Q1 | $624K | Buy |
11,506
+819
| +8% | +$44.4K | 0.08% | 268 |
|
|
2023
Q4 | $525K | Buy |
+10,687
| New | +$525K | 0.06% | 297 |
|