SDH
Sloy Dahl & Holst’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 | $2.72M | Buy |
49,919
+3,730
| +8% | +$203K | 0.38% | 22 |
|
|
2025
Q1 | $2.39M | Buy |
46,189
+11,141
| +32% | +$577K | 0.42% | 21 |
|
|
2024
Q4 | $1.98M | Buy |
35,048
+5,055
| +17% | +$285K | 0.25% | 25 |
|
|
2024
Q3 | $1.65M | Buy |
29,993
+7,043
| +31% | +$387K | 0.28% | 21 |
|
|
2024
Q2 | $1.27M | Buy |
22,950
+1,670
| +8% | +$92.7K | 0.27% | 25 |
|
|
2024
Q1 | $1.15M | Buy |
21,280
+5,345
| +34% | +$290K | 0.27% | 25 |
|
|
2023
Q4 | $796K | Buy |
15,935
+3,895
| +32% | +$194K | 0.16% | 32 |
|
|
2023
Q3 | $565K | Buy |
+12,040
| New | +$565K | 0.12% | 36 |
|