Steele Capital 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 | $1.19M | Sell |
21,863
-3,825
| -15% | -$208K | 0.06% | 66 |
|
|
2025
Q1 | $1.33M | Buy |
25,688
+4,230
| +20% | +$219K | 0.07% | 63 |
|
|
2024
Q4 | $1.22M | Buy |
21,458
+4,100
| +24% | +$233K | 0.06% | 61 |
|
|
2024
Q3 | $953K | Buy |
17,358
+5,775
| +50% | +$317K | 0.05% | 64 |
|
|
2024
Q2 | $643K | Buy |
11,583
+4,250
| +58% | +$236K | 0.04% | 85 |
|
|
2024
Q1 | $398K | Buy |
+7,333
| New | +$398K | 0.02% | 116 |
|