EWM
Evercore 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 | $815K | Buy |
14,334
+5,000
| +54% | +$284K | 0.01% | 228 |
|
|
2025
Q1 | $533K | Hold |
9,334
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $537K | Hold |
9,334
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $555K | Hold |
9,334
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $529K | Hold |
9,334
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $540K | Hold |
9,334
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $513K | Hold |
9,334
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $500K | Sell |
9,334
-1,000
| -10% | -$53.6K | 0.01% | 272 |
|
|
2023
Q2 | $572K | Hold |
10,334
| – | – | 0.01% | 267 |
|
|
2023
Q1 | $564K | Buy |
+10,334
| New | +$564K | 0.01% | 265 |
|