SSWM
Sheets Smith Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
67,147
+35,746
| +114% | +$1.94M | 0.43% | 58 |
|
|
2025
Q1 | $1.63M | Buy |
31,401
+11,521
| +58% | +$597K | 0.2% | 113 |
|
|
2024
Q4 | $1.12M | Buy |
19,880
+3,613
| +22% | +$204K | 0.14% | 145 |
|
|
2024
Q3 | $894K | Buy |
16,267
+3,337
| +26% | +$183K | 0.11% | 169 |
|
|
2024
Q2 | $718K | Buy |
12,930
+160
| +1% | +$8.88K | 0.09% | 187 |
|
|
2024
Q1 | $693K | Buy |
12,770
+450
| +4% | +$24.4K | 0.08% | 200 |
|
|
2023
Q4 | $615K | Hold |
12,320
| – | – | 0.09% | 188 |
|
|
2023
Q3 | $578K | Buy |
12,320
+160
| +1% | +$7.51K | 0.09% | 184 |
|
|
2023
Q2 | $588K | Buy |
12,160
+470
| +4% | +$22.7K | 0.09% | 193 |
|
|
2023
Q1 | $527K | Buy |
+11,690
| New | +$527K | 0.08% | 193 |
|