Silverlake Wealth Management’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 | $1.14M | Buy |
20,996
+3,115
| +17% | +$169K | 0.33% | 90 |
|
2025
Q1 | $926K | Sell |
17,881
-635
| -3% | -$32.9K | 0.35% | 75 |
|
2024
Q4 | $1.04M | Sell |
18,516
-1,818
| -9% | -$102K | 0.4% | 68 |
|
2024
Q3 | $1.12M | Buy |
20,334
+2,192
| +12% | +$120K | 0.42% | 64 |
|
2024
Q2 | $1.01M | Buy |
18,142
+3,833
| +27% | +$213K | 0.41% | 64 |
|
2024
Q1 | $776K | Buy |
14,309
+9,880
| +223% | +$536K | 0.4% | 64 |
|
2023
Q4 | $221K | Sell |
4,429
-5,515
| -55% | -$275K | 0.12% | 200 |
|
2023
Q3 | $467K | Buy |
+9,944
| New | +$467K | 0.26% | 101 |
|