WealthShield Partners’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 | $393K | Sell |
7,230
-1,421
| -16% | -$77.3K | 0.05% | 256 |
|
|
2025
Q1 | $448K | Buy |
8,651
+207
| +2% | +$10.7K | 0.06% | 229 |
|
|
2024
Q4 | $480K | Buy |
8,444
+734
| +10% | +$41.7K | 0.07% | 216 |
|
|
2024
Q3 | $424K | Buy |
7,710
+137
| +2% | +$7.53K | 0.06% | 222 |
|
|
2024
Q2 | $420K | Sell |
7,573
-320
| -4% | -$17.8K | 0.06% | 214 |
|
|
2024
Q1 | $428K | Sell |
7,893
-712
| -8% | -$38.6K | 0.07% | 205 |
|
|
2023
Q4 | $433K | Buy |
8,605
+112
| +1% | +$5.64K | 0.07% | 212 |
|
|
2023
Q3 | $399K | Buy |
8,493
+194
| +2% | +$9.1K | 0.06% | 221 |
|
|
2023
Q2 | $401K | Buy |
8,299
+1,879
| +29% | +$90.9K | 0.06% | 221 |
|
|
2023
Q1 | $289K | Sell |
6,420
-675
| -10% | -$30.4K | 0.05% | 258 |
|
|
2022
Q4 | $294K | Buy |
7,095
+1,593
| +29% | +$65.9K | 0.06% | 245 |
|
|
2022
Q3 | $229K | Buy |
5,502
+173
| +3% | +$7.2K | 0.05% | 275 |
|
|
2022
Q2 | $244K | Buy |
+5,329
| New | +$244K | 0.05% | 269 |
|