OWA
ORBA 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 | $1.68M | Sell |
30,942
-26,457
| -46% | -$1.44M | 1.53% | 24 |
|
|
2025
Q1 | $2.97M | Buy |
57,399
+5,759
| +11% | +$298K | 1.5% | 25 |
|
|
2024
Q4 | $2.91M | Buy |
51,640
+2,305
| +5% | +$130K | 1.52% | 24 |
|
|
2024
Q3 | $2.71M | Sell |
49,335
-1,750
| -3% | -$96.1K | 1.37% | 26 |
|
|
2024
Q2 | $2.84M | Buy |
51,085
+4,976
| +11% | +$276K | 1.47% | 24 |
|
|
2024
Q1 | $2.5M | Buy |
46,109
+1,140
| +3% | +$61.8K | 1.38% | 25 |
|
|
2023
Q4 | $2.25M | Buy |
+44,969
| New | +$2.25M | 1.35% | 25 |
|