Summit Wealth Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94M | Buy |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $321K | Buy |
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