IWA
IVC Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
118,255
+17,469
| +17% | +$950K | 3.14% | 8 |
|
|
2025
Q1 | $5.22M | Buy |
100,786
+24,662
| +32% | +$1.28M | 2.81% | 8 |
|
|
2024
Q4 | $4.29M | Buy |
76,124
+17,304
| +29% | +$976K | 2.4% | 8 |
|
|
2024
Q3 | $3.23M | Buy |
58,820
+16,746
| +40% | +$920K | 1.77% | 10 |
|
|
2024
Q2 | $2.34M | Buy |
42,074
+23,084
| +122% | +$1.28M | 1.31% | 15 |
|
|
2024
Q1 | $1.03M | Buy |
+18,990
| New | +$1.03M | 0.59% | 44 |
|