SWM
StoneCrest Wealth Management’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 | $4.98M | Buy |
91,619
+2,737
| +3% | +$149K | 2.37% | 15 |
|
|
2025
Q1 | $4.6M | Buy |
88,882
+1,107
| +1% | +$57.3K | 2.92% | 12 |
|
|
2024
Q4 | $4.95M | Buy |
87,775
+3,580
| +4% | +$202K | 3.23% | 11 |
|
|
2024
Q3 | $4.62M | Sell |
84,195
-2,670
| -3% | -$147K | 3.36% | 11 |
|
|
2024
Q2 | $4.82M | Sell |
86,865
-15,756
| -15% | -$874K | 3.68% | 10 |
|
|
2024
Q1 | $5.57M | Sell |
102,621
-9,315
| -8% | -$505K | 4.81% | 6 |
|
|
2023
Q4 | $5.59M | Buy |
+111,936
| New | +$5.59M | 5.36% | 4 |
|