Tyler-Stone 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 | $3.1M | Sell |
56,925
-5,585
| -9% | -$304K | 0.5% | 46 |
|
|
2025
Q1 | $3.24M | Sell |
62,510
-8,936
| -13% | -$463K | 0.58% | 37 |
|
|
2024
Q4 | $4.03M | Sell |
71,446
-5,850
| -8% | -$330K | 0.72% | 29 |
|
|
2024
Q3 | $4.25M | Buy |
77,296
+49,047
| +174% | +$2.69M | 0.8% | 27 |
|
|
2024
Q2 | $1.57M | Buy |
28,249
+5,694
| +25% | +$316K | 0.64% | 35 |
|
|
2024
Q1 | $1.22M | Buy |
22,555
+6,130
| +37% | +$332K | 0.54% | 38 |
|
|
2023
Q4 | $820K | Buy |
16,425
+1,615
| +11% | +$80.6K | 0.41% | 51 |
|
|
2023
Q3 | $695K | Buy |
14,810
+400
| +3% | +$18.8K | 0.4% | 53 |
|
|
2023
Q2 | $697K | Buy |
+14,410
| New | +$697K | 0.39% | 54 |
|