EWA
EverSource 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 | $10.1M | Sell |
177,380
-7,965
| -4% | -$453K | 0.46% | 51 |
|
|
2025
Q1 | $10.6M | Buy |
185,345
+64,415
| +53% | +$3.68M | 0.58% | 40 |
|
|
2024
Q4 | $6.96M | Buy |
120,930
+11,672
| +11% | +$671K | 0.39% | 62 |
|
|
2024
Q3 | $6.5M | Buy |
109,258
+3,059
| +3% | +$182K | 0.41% | 60 |
|
|
2024
Q2 | $6.1M | Buy |
106,199
+8,409
| +9% | +$483K | 0.41% | 62 |
|
|
2024
Q1 | $5.47M | Buy |
97,790
+7,593
| +8% | +$425K | 0.43% | 58 |
|
|
2023
Q4 | $4.96M | Sell |
90,197
-6,827
| -7% | -$375K | 0.45% | 55 |
|
|
2023
Q3 | $5.2M | Buy |
97,024
+37,570
| +63% | +$2.01M | 0.55% | 44 |
|
|
2023
Q2 | $3.29M | Buy |
59,454
+59,351
| +57,622% | +$3.28M | 0.36% | 73 |
|
|
2023
Q1 | $5.61K | Buy |
+103
| New | +$5.61K | ﹤0.01% | 1600 |
|