Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,057
| Closed | -$1.27M | – | 69 |
|
|
2024
Q3 | $1.27M | Buy |
23,057
+9,917
| +75% | +$545K | 0.39% | 58 |
|
|
2024
Q2 | $729K | Buy |
13,140
+3,182
| +32% | +$177K | 0.24% | 65 |
|
|
2024
Q1 | $540K | Buy |
9,958
+1,917
| +24% | +$104K | 0.19% | 80 |
|
|
2023
Q4 | $401K | Sell |
8,041
-387
| -5% | -$19.3K | 0.16% | 81 |
|
|
2023
Q3 | $396K | Buy |
8,428
+634
| +8% | +$29.8K | 0.19% | 78 |
|
|
2023
Q2 | $377K | Buy |
7,794
+270
| +4% | +$13.1K | 0.18% | 77 |
|
|
2023
Q1 | $339K | Buy |
7,524
+246
| +3% | +$11.1K | 0.18% | 85 |
|
|
2022
Q4 | $297K | Buy |
7,278
+1,508
| +26% | +$61.5K | 0.17% | 73 |
|
|
2022
Q3 | $240K | Buy |
+5,770
| New | +$240K | 0.15% | 81 |
|