SAM
Secure Asset 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 | $206K | Sell |
3,784
-311
| -8% | -$16.9K | 0.04% | 296 |
|
|
2025
Q1 | $212K | Buy |
4,095
+57
| +1% | +$2.95K | 0.04% | 284 |
|
|
2024
Q4 | $228K | Buy |
4,038
+234
| +6% | +$13.2K | 0.03% | 295 |
|
|
2024
Q3 | $209K | Sell |
3,804
-14
| -0.4% | -$769 | 0.04% | 290 |
|
|
2024
Q2 | $212K | Buy |
+3,818
| New | +$212K | 0.04% | 260 |
|