Xcel Wealth Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $971K | Buy |
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|
2022
Q3 | $879K | Buy |
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