Security National Bank’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 | $1.76M | Buy |
32,442
+3,992
| +14% | +$217K | 0.31% | 58 |
|
|
2025
Q1 | $1.47M | Buy |
28,450
+22,559
| +383% | +$1.17M | 0.28% | 59 |
|
|
2024
Q4 | $332K | Buy |
5,891
+3,295
| +127% | +$186K | 0.05% | 93 |
|
|
2024
Q3 | $143K | Hold |
2,596
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $144K | Buy |
2,596
+238
| +10% | +$13.2K | 0.02% | 125 |
|
|
2024
Q1 | $128K | Buy |
+2,358
| New | +$128K | 0.02% | 129 |
|