Western 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 | $890K | Sell |
16,354
-3,266
| -17% | -$178K | 0.05% | 298 |
|
|
2025
Q1 | $1.02M | Sell |
19,620
-202
| -1% | -$10.5K | 0.07% | 246 |
|
|
2024
Q4 | $1.12M | Sell |
19,822
-4,885
| -20% | -$275K | 0.07% | 230 |
|
|
2024
Q3 | $1.36M | Buy |
24,707
+10,321
| +72% | +$567K | 0.08% | 254 |
|
|
2024
Q2 | $798K | Buy |
14,386
+1,893
| +15% | +$105K | 0.06% | 265 |
|
|
2024
Q1 | $678K | Buy |
12,493
+5,409
| +76% | +$293K | 0.05% | 298 |
|
|
2023
Q4 | $354K | Buy |
7,084
+60
| +0.9% | +$3K | 0.03% | 508 |
|
|
2023
Q3 | $330K | Buy |
7,024
+1,868
| +36% | +$87.7K | 0.03% | 485 |
|
|
2023
Q2 | $249K | Buy |
+5,156
| New | +$249K | 0.02% | 552 |
|