BFWM
Bright Futures 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
Q1 | $1.42M | Sell |
27,030
-560
| -2% | -$29.5K | 1.56% | 18 |
|
|
2024
Q4 | $1.63M | Buy |
27,590
+22,355
| +427% | +$1.32M | 1.45% | 21 |
|
|
2024
Q3 | $310K | Buy |
5,235
+524
| +11% | +$31K | 0.15% | 165 |
|
|
2024
Q2 | $266K | Buy |
4,711
+11
| +0.2% | +$620 | 0.14% | 167 |
|
|
2024
Q1 | $267K | Buy |
+4,700
| New | +$267K | 0.14% | 163 |
|