Koa Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
4,551
+249
| +6% | +$14.2K | 0.21% | 50 |
|
|
2025
Q1 | $246K | Sell |
4,302
-459
| -10% | -$26.2K | 0.2% | 44 |
|
|
2024
Q4 | $274K | Sell |
4,761
-4,329
| -48% | -$249K | 0.22% | 45 |
|
|
2024
Q3 | $541K | Sell |
9,090
-252
| -3% | -$15K | 0.42% | 39 |
|
|
2024
Q2 | $530K | Buy |
9,342
+398
| +4% | +$22.6K | 0.45% | 36 |
|
|
2024
Q1 | $517K | Buy |
8,944
+1
| +0% | +$58 | 0.47% | 37 |
|
|
2023
Q4 | $492K | Buy |
+8,943
| New | +$492K | 0.49% | 38 |
|