Total Clarity Wealth Management’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 | $686K | Sell |
12,608
-29,160
| -70% | -$1.59M | 0.2% | 123 |
|
|
2025
Q1 | $2.35M | Hold |
41,768
| – | – | 0.77% | 38 |
|
|
2024
Q4 | $2.35M | Sell |
41,768
-46,495
| -53% | -$2.62M | 0.77% | 38 |
|
|
2024
Q3 | $4.85M | Buy |
88,263
+2,141
| +2% | +$118K | 1.56% | 9 |
|
|
2024
Q2 | $4.78M | Sell |
86,122
-8,044
| -9% | -$446K | 1.66% | 10 |
|
|
2024
Q1 | $5.11M | Buy |
94,166
+19,069
| +25% | +$1.03M | 1.78% | 8 |
|
|
2023
Q4 | $3.75M | Buy |
75,097
+30,730
| +69% | +$1.53M | 1.54% | 10 |
|
|
2023
Q3 | $2.08M | Buy |
44,367
+20,629
| +87% | +$968K | 1% | 20 |
|
|
2023
Q2 | $1.15M | Buy |
23,738
+4,848
| +26% | +$234K | 0.57% | 51 |
|
|
2023
Q1 | $852K | Buy |
+18,890
| New | +$852K | 0.46% | 58 |
|