Stratos Wealth Advisors’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 | $1.61M | Sell |
29,685
-2,969
| -9% | -$162K | 0.09% | 245 |
|
|
2025
Q1 | $1.69M | Sell |
32,654
-8,609
| -21% | -$446K | 0.09% | 221 |
|
|
2024
Q4 | $2.33M | Sell |
41,263
-637
| -2% | -$35.9K | 0.11% | 186 |
|
|
2024
Q3 | $2.3M | Buy |
41,900
+2,633
| +7% | +$145K | 0.11% | 208 |
|
|
2024
Q2 | $2.18M | Buy |
39,267
+32,590
| +488% | +$1.81M | 0.11% | 196 |
|
|
2024
Q1 | $362K | Sell |
6,677
-290
| -4% | -$15.7K | 0.02% | 522 |
|
|
2023
Q4 | $348K | Buy |
+6,967
| New | +$348K | 0.02% | 530 |
|