Sequent Planning’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 | – | Sell |
-24,372
| Closed | -$1.26M | – | 165 |
|
|
2025
Q1 | $1.26M | Sell |
24,372
-262
| -1% | -$13.6K | 0.45% | 37 |
|
|
2024
Q4 | $1.39M | Sell |
24,634
-75
| -0.3% | -$4.23K | 0.51% | 33 |
|
|
2024
Q3 | $1.36M | Buy |
24,709
+1,292
| +6% | +$71K | 0.47% | 35 |
|
|
2024
Q2 | $1.29M | Sell |
23,417
-2,251
| -9% | -$124K | 0.44% | 36 |
|
|
2024
Q1 | $1.39M | Buy |
+25,668
| New | +$1.39M | 0.5% | 34 |
|