EWM
Empirical 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 |
-3,612
| Closed | -$206K | – | 711 |
|
|
2025
Q1 | $206K | Sell |
3,612
-734
| -17% | -$41.9K | 0.01% | 599 |
|
|
2024
Q4 | $250K | Buy |
+4,346
| New | +$250K | 0.01% | 535 |
|
|
2023
Q3 | – | Sell |
-3,991
| Closed | -$221K | – | 481 |
|
|
2023
Q2 | $221K | Buy |
+3,991
| New | +$221K | 0.01% | 429 |
|