Source Financial Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$969K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.03M Sell
2023
Q4
$1.65M Buy
2023
Q3
$1.55M Buy
2023
Q2
$1.39M Buy
2023
Q1
$628K Sell
2022
Q4
$598K Sell
2022
Q3
$987K Buy