PIWA
Prevail Innovative 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 | $6.43M | Buy |
113,157
+23,491
| +26% | +$1.34M | 1.44% | 11 |
|
|
2025
Q1 | $5.12M | Sell |
89,666
-4,961
| -5% | -$283K | 1.36% | 20 |
|
|
2024
Q4 | $5.44M | Sell |
94,627
-51,539
| -35% | -$2.97M | 1.58% | 15 |
|
|
2024
Q3 | $8.7M | Sell |
146,166
-6,797
| -4% | -$404K | 2.65% | 3 |
|
|
2024
Q2 | $8.67M | Buy |
152,963
+734
| +0.5% | +$41.6K | 3.07% | 2 |
|
|
2024
Q1 | $8.81M | Sell |
152,229
-3,798
| -2% | -$220K | 3.27% | 2 |
|
|
2023
Q4 | $8.58M | Sell |
156,027
-39,482
| -20% | -$2.17M | 4.09% | 2 |
|
|
2023
Q3 | $10.5M | Buy |
195,509
+10,333
| +6% | +$553K | 5.43% | 1 |
|
|
2023
Q2 | $10.2M | Buy |
+185,176
| New | +$10.2M | 5.62% | 2 |
|