BFWA
Benchmark Financial 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 | $1.25M | Sell |
21,910
-2,178
| -9% | -$124K | 0.41% | 37 |
|
|
2025
Q1 | $1.38M | Buy |
24,088
+2,058
| +9% | +$118K | 0.52% | 29 |
|
|
2024
Q4 | $1.27M | Buy |
22,030
+3,473
| +19% | +$200K | 0.41% | 35 |
|
|
2024
Q3 | $1.1M | Buy |
18,557
+1,754
| +10% | +$104K | 0.37% | 33 |
|
|
2024
Q2 | $952K | Buy |
16,803
+4,470
| +36% | +$253K | 0.35% | 31 |
|
|
2024
Q1 | $714K | Buy |
12,333
+7,072
| +134% | +$409K | 0.27% | 39 |
|
|
2023
Q4 | $289K | Buy |
5,261
+787
| +18% | +$43.3K | 0.12% | 63 |
|
|
2023
Q3 | $240K | Buy |
+4,474
| New | +$240K | 0.11% | 61 |
|