Walkner Condon Financial 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 | $307K | Sell |
5,646
-5,620
| -50% | -$306K | 0.06% | 214 |
|
|
2025
Q1 | $583K | Sell |
11,266
-2,792
| -20% | -$145K | 0.12% | 135 |
|
|
2024
Q4 | $793K | Sell |
14,058
-5,262
| -27% | -$297K | 0.16% | 112 |
|
|
2024
Q3 | $1.06M | Buy |
19,320
+2,244
| +13% | +$123K | 0.22% | 94 |
|
|
2024
Q2 | $948K | Sell |
17,076
-19
| -0.1% | -$1.06K | 0.2% | 97 |
|
|
2024
Q1 | $927K | Buy |
17,095
+3,775
| +28% | +$205K | 0.2% | 101 |
|
|
2023
Q4 | $665K | Buy |
+13,320
| New | +$665K | 0.15% | 122 |
|