WAOI
Wealth Advisors of Iowa’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 | $24.6M | Buy |
453,041
+381,812
| +536% | +$20.8M | 9.21% | 3 |
|
|
2025
Q1 | $3.69M | Sell |
71,229
-65,862
| -48% | -$3.41M | 1.59% | 11 |
|
|
2024
Q4 | $7.73M | Buy |
137,091
+20,737
| +18% | +$1.17M | 3.9% | 8 |
|
|
2024
Q3 | $6.39M | Buy |
+116,354
| New | +$6.39M | 3.25% | 9 |
|
|
2024
Q2 | – | Sell |
-50,622
| Closed | -$2.75M | – | 60 |
|
|
2024
Q1 | $2.75M | Buy |
50,622
+4,592
| +10% | +$249K | 1.67% | 10 |
|
|
2023
Q4 | $2.3M | Buy |
46,030
+24,139
| +110% | +$1.21M | 1.54% | 10 |
|
|
2023
Q3 | $1.03M | Buy |
21,891
+7,542
| +53% | +$354K | 0.72% | 18 |
|
|
2023
Q2 | $694K | Buy |
+14,349
| New | +$694K | 0.5% | 21 |
|