TrueWealth 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 | $2.22M | Buy |
40,790
+2,322
| +6% | +$126K | 0.66% | 31 |
|
|
2025
Q1 | $1.99M | Buy |
38,468
+2,044
| +6% | +$106K | 0.65% | 34 |
|
|
2024
Q4 | $2.05M | Buy |
36,424
+3,691
| +11% | +$208K | 0.69% | 32 |
|
|
2024
Q3 | $1.8M | Buy |
32,733
+2,433
| +8% | +$134K | 0.6% | 35 |
|
|
2024
Q2 | $1.68M | Buy |
30,300
+4,282
| +16% | +$238K | 0.62% | 33 |
|
|
2024
Q1 | $1.41M | Buy |
26,018
+2,399
| +10% | +$130K | 0.54% | 39 |
|
|
2023
Q4 | $1.18M | Buy |
23,619
+3,224
| +16% | +$161K | 0.46% | 42 |
|
|
2023
Q3 | $957K | Buy |
20,395
+3,568
| +21% | +$167K | 0.4% | 48 |
|
|
2023
Q2 | $814K | Buy |
16,827
+9,719
| +137% | +$470K | 0.33% | 58 |
|
|
2023
Q1 | $320K | Buy |
+7,108
| New | +$320K | 0.13% | 125 |
|