UMB Bank’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 | $381K | Buy |
+7,000
| New | +$381K | 0.01% | 459 |
|
|
2024
Q4 | – | Sell |
-1,492
| Closed | -$82K | – | 2120 |
|
|
2024
Q3 | $82K | Hold |
1,492
| – | – | ﹤0.01% | 742 |
|
|
2024
Q2 | $82.8K | Buy |
1,492
+556
| +59% | +$30.9K | ﹤0.01% | 733 |
|
|
2024
Q1 | $50.8K | Hold |
936
| – | – | ﹤0.01% | 832 |
|
|
2023
Q4 | $46.7K | Hold |
936
| – | – | ﹤0.01% | 843 |
|
|
2023
Q3 | $43.9K | Buy |
+936
| New | +$43.9K | ﹤0.01% | 863 |
|