NWWA
New Wave 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 | $7.34M | Buy |
134,890
+26,985
| +25% | +$1.47M | 3.12% | 6 |
|
|
2025
Q1 | $5.59M | Buy |
107,905
+37,071
| +52% | +$1.92M | 2.5% | 9 |
|
|
2024
Q4 | $3.99M | Buy |
70,834
+20,814
| +42% | +$1.17M | 1.64% | 18 |
|
|
2024
Q3 | $2.75M | Buy |
50,020
+14,537
| +41% | +$799K | 1.27% | 20 |
|
|
2024
Q2 | $1.97M | Buy |
+35,483
| New | +$1.97M | 1.06% | 24 |
|