KWA
Kingswood 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 | $7.12M | Buy |
125,158
+5,712
| +5% | +$325K | 0.56% | 28 |
|
|
2025
Q1 | $6.82M | Buy |
119,446
+12,658
| +12% | +$723K | 0.62% | 23 |
|
|
2024
Q4 | $6.14M | Sell |
106,788
-1,930
| -2% | -$111K | 0.46% | 35 |
|
|
2024
Q3 | $6.47M | Buy |
108,718
+27,826
| +34% | +$1.66M | 0.46% | 38 |
|
|
2024
Q2 | $4.58M | Buy |
80,892
+7,709
| +11% | +$437K | 0.41% | 42 |
|
|
2024
Q1 | $4.23M | Sell |
73,183
-9,461
| -11% | -$547K | 0.49% | 33 |
|
|
2023
Q4 | $4.54M | Buy |
82,644
+26,048
| +46% | +$1.43M | 0.52% | 34 |
|
|
2023
Q3 | $3.56M | Buy |
56,596
+39,689
| +235% | +$2.5M | 0.61% | 35 |
|
|
2023
Q2 | $935K | Buy |
+16,907
| New | +$935K | 0.3% | 88 |
|