Sequoia Financial 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 | $273K | Sell |
5,020
-8,335
| -62% | -$453K | ﹤0.01% | 1299 |
|
|
2025
Q1 | $692K | Buy |
13,355
+6,701
| +101% | +$347K | 0.01% | 739 |
|
|
2024
Q4 | $375K | Hold |
6,654
| – | – | ﹤0.01% | 919 |
|
|
2024
Q3 | $366K | Sell |
6,654
-3,839
| -37% | -$211K | ﹤0.01% | 883 |
|
|
2024
Q2 | $582K | Sell |
10,493
-2,790
| -21% | -$155K | 0.01% | 636 |
|
|
2024
Q1 | $720K | Buy |
+13,283
| New | +$720K | 0.01% | 574 |
|