Summit Wealth Partners’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 | $2.68M | Buy |
49,185
+8,693
| +21% | +$473K | 0.51% | 45 |
|
|
2025
Q1 | $2.1M | Buy |
40,492
+3,051
| +8% | +$158K | 0.43% | 50 |
|
|
2024
Q4 | $2.11M | Sell |
37,441
-378
| -1% | -$21.3K | 0.43% | 47 |
|
|
2024
Q3 | $2.08M | Buy |
37,819
+7,323
| +24% | +$402K | 0.4% | 53 |
|
|
2024
Q2 | $1.69M | Buy |
30,496
+6,913
| +29% | +$384K | 0.35% | 56 |
|
|
2024
Q1 | $1.28M | Sell |
23,583
-807
| -3% | -$43.8K | 0.27% | 66 |
|
|
2023
Q4 | $1.22M | Buy |
24,390
+3,097
| +15% | +$155K | 0.28% | 61 |
|
|
2023
Q3 | $999K | Buy |
21,293
+2,587
| +14% | +$121K | 0.26% | 62 |
|
|
2023
Q2 | $905K | Buy |
18,706
+1,199
| +7% | +$58K | 0.23% | 69 |
|
|
2023
Q1 | $789K | Buy |
17,507
+614
| +4% | +$27.7K | 0.2% | 82 |
|
|
2022
Q4 | $689K | Buy |
16,893
+9,192
| +119% | +$375K | 0.18% | 80 |
|
|
2022
Q3 | $321K | Buy |
+7,701
| New | +$321K | 0.09% | 120 |
|