Signature Estate & 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
Q2 | $31.8M | Buy |
585,233
+99,882
| +21% | +$5.43M | 0.73% | 30 |
|
2025
Q1 | $25.1M | Sell |
485,351
-10,341
| -2% | -$535K | 0.66% | 30 |
|
2024
Q4 | $27.9M | Sell |
495,692
-25,854
| -5% | -$1.46M | 0.7% | 27 |
|
2024
Q3 | $28.6M | Buy |
521,546
+122,446
| +31% | +$6.73M | 0.66% | 32 |
|
2024
Q2 | $22.2M | Buy |
399,100
+393,674
| +7,255% | +$21.8M | 0.55% | 33 |
|
2024
Q1 | $294K | Buy |
+5,426
| New | +$294K | 0.01% | 142 |
|