OWA
Opal 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 | $119K | Buy |
2,097
+73
| +4% | +$4.15K | 0.03% | 252 |
|
|
2025
Q1 | $116K | Buy |
+2,024
| New | +$116K | 0.04% | 254 |
|
|
2024
Q3 | – | Sell |
-2,673
| Closed | -$152K | – | 697 |
|
|
2024
Q2 | $152K | Buy |
+2,673
| New | +$152K | 0.05% | 217 |
|
|
2023
Q1 | – | Sell |
-3,739
| Closed | -$204K | – | 130 |
|
|
2022
Q4 | $204K | Sell |
3,739
-5,111
| -58% | -$278K | 0.11% | 117 |
|
|
2022
Q3 | $453K | Buy |
8,850
+1,613
| +22% | +$82.6K | 0.33% | 44 |
|
|
2022
Q2 | $401K | Buy |
+7,237
| New | +$401K | 0.27% | 50 |
|