BWM
BCGM 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 | $1.42M | Buy |
24,929
+845
| +4% | +$48K | 0.4% | 62 |
|
|
2025
Q1 | $1.38M | Sell |
24,084
-247
| -1% | -$14.1K | 0.42% | 59 |
|
|
2024
Q4 | $1.4M | Buy |
24,331
+907
| +4% | +$52.2K | 0.44% | 57 |
|
|
2024
Q3 | $1.39M | Sell |
23,424
-695
| -3% | -$41.4K | 0.45% | 56 |
|
|
2024
Q2 | $1.37M | Sell |
24,119
-649
| -3% | -$36.8K | 0.47% | 54 |
|
|
2024
Q1 | $1.43M | Buy |
24,768
+46
| +0.2% | +$2.66K | 0.51% | 52 |
|
|
2023
Q4 | $1.36M | Sell |
24,722
-36,472
| -60% | -$2.01M | 0.55% | 46 |
|
|
2023
Q3 | $3.28M | Sell |
61,194
-6,969
| -10% | -$373K | 1.51% | 17 |
|
|
2023
Q2 | $3.77M | Sell |
68,163
-9,588
| -12% | -$531K | 1.66% | 16 |
|
|
2023
Q1 | $4.25M | Buy |
77,751
+69,936
| +895% | +$3.82M | 2.14% | 12 |
|
|
2022
Q4 | $426K | Buy |
7,815
+1,469
| +23% | +$80K | 0.21% | 69 |
|
|
2022
Q3 | $339K | Buy |
+6,346
| New | +$339K | 0.17% | 81 |
|