Southland Equity 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 | $659K | Buy |
12,119
+4,121
| +52% | +$224K | 0.14% | 103 |
|
2025
Q1 | $414K | Sell |
7,998
-4,696
| -37% | -$243K | 0.1% | 141 |
|
2024
Q4 | $716K | Sell |
12,694
-65
| -0.5% | -$3.67K | 0.17% | 98 |
|
2024
Q3 | $701K | Sell |
12,759
-4,045
| -24% | -$222K | 0.17% | 92 |
|
2024
Q2 | $933K | Buy |
16,804
+1,036
| +7% | +$57.5K | 0.27% | 68 |
|
2024
Q1 | $855K | Buy |
15,768
+997
| +7% | +$54.1K | 0.24% | 69 |
|
2023
Q4 | $737K | Buy |
14,771
+5,105
| +53% | +$255K | 0.23% | 69 |
|
2023
Q3 | $454K | Buy |
9,666
+3,697
| +62% | +$174K | 0.16% | 90 |
|
2023
Q2 | $289K | Buy |
+5,969
| New | +$289K | 0.1% | 142 |
|