POIA
Pin Oak Investment 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 | $117K | Buy |
2,277
+1,201
| +112% | +$61.7K | 0.1% | 127 |
|
|
2025
Q1 | $118K | Buy |
1,076
+271
| +34% | +$29.7K | 0.09% | 133 |
|
|
2024
Q4 | $44K | Hold |
805
| – | – | 0.04% | 196 |
|
|
2024
Q3 | $44K | Buy |
805
+575
| +250% | +$31.4K | 0.04% | 195 |
|
|
2024
Q2 | $13K | Buy |
230
+130
| +130% | +$7.35K | 0.01% | 308 |
|
|
2024
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 386 |
|