Sheets Smith Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.85M | Buy |
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|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $894K | Buy |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $615K | Hold |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $527K | Buy |
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