Semus Wealth Partners’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 | $3.68M | Buy |
67,689
+2,670
| +4% | +$145K | 2.39% | 10 |
|
2025
Q1 | $3.37M | Buy |
65,019
+4,947
| +8% | +$256K | 2.35% | 9 |
|
2024
Q4 | $3.39M | Buy |
60,072
+8,204
| +16% | +$463K | 2.24% | 11 |
|
2024
Q3 | $2.85M | Buy |
51,868
+5,944
| +13% | +$327K | 1.99% | 11 |
|
2024
Q2 | $2.55M | Buy |
45,924
+8,414
| +22% | +$467K | 1.97% | 12 |
|
2024
Q1 | $2.03M | Buy |
37,510
+9,489
| +34% | +$515K | 1.71% | 11 |
|
2023
Q4 | $1.4M | Buy |
28,021
+6,056
| +28% | +$302K | 1.15% | 16 |
|
2023
Q3 | $1.03M | Buy |
21,965
+8,265
| +60% | +$388K | 0.96% | 18 |
|
2023
Q2 | $663K | Buy |
+13,700
| New | +$663K | 0.61% | 36 |
|