Shepherd Financial Partners’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 | $534K | Buy |
9,817
+400
| +4% | +$21.8K | 0.06% | 153 |
|
|
2025
Q1 | $488K | Hold |
9,417
| – | – | 0.06% | 153 |
|
|
2024
Q4 | $531K | Hold |
9,417
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $517K | Buy |
9,417
+1,320
| +16% | +$72.5K | 0.06% | 139 |
|
|
2024
Q2 | $449K | Hold |
8,097
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $439K | Hold |
8,097
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $404K | Buy |
+8,097
| New | +$404K | 0.06% | 158 |
|