Sheaff Brock Investment 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
Q1 | $644K | Sell |
12,440
-1,466
| -11% | -$75.9K | 0.06% | 227 |
|
|
2024
Q4 | $784K | Hold |
13,906
| – | – | 0.07% | 197 |
|
|
2024
Q3 | $764K | Buy |
13,906
+725
| +6% | +$39.8K | 0.07% | 199 |
|
|
2024
Q2 | $732K | Buy |
13,181
+672
| +5% | +$37.3K | 0.07% | 201 |
|
|
2024
Q1 | $678K | Buy |
12,509
+2,565
| +26% | +$139K | 0.04% | 240 |
|
|
2023
Q4 | $496K | Buy |
9,944
+483
| +5% | +$24.1K | 0.04% | 266 |
|
|
2023
Q3 | $444K | Buy |
9,461
+1,562
| +20% | +$73.3K | 0.04% | 266 |
|
|
2023
Q2 | $382K | Buy |
+7,899
| New | +$382K | 0.03% | 298 |
|