AEPWM
Atlantic Edge Private Wealth Management’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 | – | Sell |
-1,000
| Closed | -$57.1K | – | 519 |
|
|
2025
Q1 | $57.1K | Hold |
1,000
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $57.5K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2024
Q3 | $59.5K | Hold |
1,000
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $56.7K | Hold |
1,000
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $57.9K | Hold |
1,000
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $55K | Buy |
+1,000
| New | +$55K | 0.02% | 181 |
|