IWA
IVC Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
187,376
-3,033
| -2% | -$172K | 5.19% | 4 |
|
|
2025
Q1 | $10.9M | Buy |
190,409
+21,988
| +13% | +$1.26M | 5.85% | 3 |
|
|
2024
Q4 | $9.69M | Buy |
168,421
+8,273
| +5% | +$476K | 5.42% | 3 |
|
|
2024
Q3 | $9.53M | Buy |
160,148
+2,056
| +1% | +$122K | 5.22% | 3 |
|
|
2024
Q2 | $8.96M | Buy |
158,092
+7,306
| +5% | +$414K | 5.01% | 3 |
|
|
2024
Q1 | $8.72M | Buy |
150,786
+3,316
| +2% | +$192K | 5.03% | 3 |
|
|
2023
Q4 | $8.11M | Buy |
147,470
+3,107
| +2% | +$171K | 5.04% | 3 |
|
|
2023
Q3 | $7.73M | Buy |
144,363
+23,783
| +20% | +$1.27M | 5.17% | 4 |
|
|
2023
Q2 | $6.67M | Buy |
120,580
+36,631
| +44% | +$2.03M | 4.23% | 4 |
|
|
2023
Q1 | $4.58M | Buy |
83,949
+43,234
| +106% | +$2.36M | 3.25% | 4 |
|
|
2022
Q4 | $2.22M | Buy |
40,715
+34,795
| +588% | +$1.9M | 1.63% | 7 |
|
|
2022
Q3 | $303K | Buy |
+5,920
| New | +$303K | 0.24% | 100 |
|