SFG
Sovereign Financial Group’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 | $216K | Buy |
+3,970
| New | +$216K | 0.04% | 286 |
|
|
2025
Q1 | – | Sell |
-3,580
| Closed | -$202K | – | 290 |
|
|
2024
Q4 | $202K | Sell |
3,580
-472
| -12% | -$26.6K | 0.05% | 275 |
|
|
2024
Q3 | $223K | Sell |
4,052
-151
| -4% | -$8.3K | 0.05% | 262 |
|
|
2024
Q2 | $233K | Buy |
+4,203
| New | +$233K | 0.06% | 245 |
|