DWM
Diversify 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 | $2.93M | Buy |
52,010
+5,188
| +11% | +$292K | 0.18% | 149 |
|
|
2025
Q1 | $2.59M | Buy |
46,822
+13,263
| +40% | +$733K | 0.19% | 144 |
|
|
2024
Q4 | $1.91M | Buy |
33,559
+7,033
| +27% | +$401K | 0.15% | 161 |
|
|
2024
Q3 | $1.58M | Buy |
26,526
+11,712
| +79% | +$697K | 0.15% | 154 |
|
|
2024
Q2 | $815K | Buy |
+14,814
| New | +$815K | 0.1% | 190 |
|