TD Private Client Wealth’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 | $46.9K | Sell |
863
-303
| -26% | -$16.5K | ﹤0.01% | 852 |
|
|
2025
Q1 | $60.4K | Hold |
1,166
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $65.7K | Sell |
1,166
-3
| -0.3% | -$169 | ﹤0.01% | 777 |
|
|
2024
Q3 | $64.2K | Sell |
1,169
-30
| -3% | -$1.65K | ﹤0.01% | 789 |
|
|
2024
Q2 | $66.5K | Buy |
1,199
+167
| +16% | +$9.27K | ﹤0.01% | 756 |
|
|
2024
Q1 | $56K | Buy |
1,032
+701
| +212% | +$38K | ﹤0.01% | 787 |
|
|
2023
Q4 | $16.5K | Sell |
331
-245
| -43% | -$12.2K | ﹤0.01% | 980 |
|
|
2023
Q3 | $27K | Hold |
576
| – | – | ﹤0.01% | 890 |
|
|
2023
Q2 | $27.9K | Buy |
+576
| New | +$27.9K | ﹤0.01% | 895 |
|
|
2022
Q4 | – | Sell |
-912
| Closed | -$38K | – | 1236 |
|
|
2022
Q3 | $38K | Buy |
+912
| New | +$38K | ﹤0.01% | 779 |
|