Teamwork Financial 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 | $24.5M | Sell |
451,024
-107,404
| -19% | -$5.84M | 2.84% | 9 |
|
|
2025
Q1 | $28.9M | Buy |
558,428
+484,990
| +660% | +$25.1M | 3.85% | 4 |
|
|
2024
Q4 | $4.14M | Buy |
73,438
+8,376
| +13% | +$472K | 0.54% | 37 |
|
|
2024
Q3 | $3.57M | Sell |
65,062
-39,442
| -38% | -$2.17M | 0.5% | 39 |
|
|
2024
Q2 | $5.8M | Sell |
104,504
-161,373
| -61% | -$8.96M | 0.86% | 32 |
|
|
2024
Q1 | $14.4M | Buy |
265,877
+53,968
| +25% | +$2.93M | 2.22% | 10 |
|
|
2023
Q4 | $10.6M | Buy |
211,909
+17,522
| +9% | +$875K | 1.82% | 10 |
|
|
2023
Q3 | $9.12M | Buy |
194,387
+139,209
| +252% | +$6.53M | 1.49% | 12 |
|
|
2023
Q2 | $2.67M | Buy |
+55,178
| New | +$2.67M | 0.43% | 43 |
|