WMA
West Michigan 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 | $7.86M | Buy |
144,432
+8,425
| +6% | +$458K | 2.22% | 8 |
|
|
2025
Q1 | $7.04M | Buy |
136,007
+6,619
| +5% | +$343K | 2.34% | 6 |
|
|
2024
Q4 | $7.35M | Sell |
129,388
-1,285
| -1% | -$73K | 2.22% | 8 |
|
|
2024
Q3 | $7.18M | Sell |
130,673
-26,550
| -17% | -$1.46M | 2.17% | 8 |
|
|
2024
Q2 | $8.73M | Sell |
157,223
-3,030
| -2% | -$168K | 2.78% | 6 |
|
|
2024
Q1 | $8.69M | Buy |
160,253
+7,185
| +5% | +$390K | 2.83% | 3 |
|
|
2023
Q4 | $7.64M | Buy |
153,068
+1,697
| +1% | +$84.7K | 2.9% | 4 |
|
|
2023
Q3 | $7.1M | Buy |
151,371
+1,303
| +0.9% | +$61.2K | 3.8% | 3 |
|
|
2023
Q2 | $7.26M | Sell |
150,068
-24,156
| -14% | -$1.17M | 2.9% | 3 |
|
|
2023
Q1 | $7.86M | Buy |
174,224
+13,204
| +8% | +$595K | 4.46% | 2 |
|
|
2022
Q4 | $6.57M | Buy |
+161,020
| New | +$6.57M | 4.78% | 4 |
|