Secured Retirement Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
32,950
-730
| -2% | -$39.7K | 1.07% | 28 |
|
|
2025
Q1 | $1.74M | Sell |
33,680
-6,726
| -17% | -$348K | 1.12% | 20 |
|
|
2024
Q4 | $2.28M | Buy |
40,406
+985
| +2% | +$55.5K | 1.3% | 17 |
|
|
2024
Q3 | $2.17M | Sell |
39,421
-819
| -2% | -$45K | 1.56% | 19 |
|
|
2024
Q2 | $2.23M | Sell |
40,240
-402
| -1% | -$22.3K | 1.74% | 17 |
|
|
2024
Q1 | $2.2M | Buy |
40,642
+272
| +0.7% | +$14.8K | 1.87% | 10 |
|
|
2023
Q4 | $2.02M | Buy |
+40,370
| New | +$2.02M | 1.94% | 11 |
|