TF
Tompkins Financial’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Hold |
4,311
| – | – | 0.02% | 170 |
|
2025
Q1 | $223K | Hold |
4,311
| – | – | 0.02% | 182 |
|
2024
Q4 | $243K | Buy |
+4,311
| New | +$243K | 0.02% | 165 |
|
2024
Q2 | – | Sell |
-200
| Closed | -$10.8K | – | 617 |
|
2024
Q1 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 496 |
|
2023
Q4 | $9.99K | Buy |
+200
| New | +$9.99K | ﹤0.01% | 494 |
|