SOA 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
$50.4K Sell
50,366
-20,156
-29% -$20.2K 0.01% 368
2025
Q1
$70.5K Buy
+70,522
New +$70.5K 0.01% 297
2024
Q2
Sell
-42
Closed -$2.43K 888
2024
Q1
$2.43K Buy
+42
New +$2.43K ﹤0.01% 688