Wealth Enhancement Advisory Services’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 | $65.1M | Sell |
1,201,435
-7,902
| -0.7% | -$428K | 0.11% | 185 |
|
|
2025
Q1 | $62.6M | Buy |
1,209,337
+150,128
| +14% | +$7.77M | 0.12% | 170 |
|
|
2024
Q4 | $59.7M | Buy |
1,059,209
+374,285
| +55% | +$21.1M | 0.11% | 173 |
|
|
2024
Q3 | $37.6M | Buy |
684,924
+296,562
| +76% | +$16.3M | 0.08% | 235 |
|
|
2024
Q2 | $21.6M | Buy |
388,362
+316,712
| +442% | +$17.6M | 0.05% | 314 |
|
|
2024
Q1 | $3.89M | Buy |
71,650
+27,547
| +62% | +$1.49M | 0.01% | 732 |
|
|
2023
Q4 | $2.2M | Buy |
44,103
+6,842
| +18% | +$342K | 0.01% | 868 |
|
|
2023
Q3 | $1.75M | Buy |
+37,261
| New | +$1.75M | 0.01% | 903 |
|