FW
Fairway Wealth’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 | $8.04M | Buy |
141,470
+8,746
| +7% | +$497K | 2.57% | 14 |
|
|
2025
Q1 | $7.58M | Buy |
132,724
+6,434
| +5% | +$368K | 2.8% | 13 |
|
|
2024
Q4 | $7.27M | Sell |
126,290
-2,484
| -2% | -$143K | 3.27% | 12 |
|
|
2024
Q3 | $7.66M | Buy |
128,774
+14,710
| +13% | +$875K | 3.89% | 11 |
|
|
2024
Q2 | $6.47M | Buy |
114,064
+42,316
| +59% | +$2.4M | 3.81% | 11 |
|
|
2024
Q1 | $4.15M | Buy |
71,748
+35,982
| +101% | +$2.08M | 2.81% | 15 |
|
|
2023
Q4 | $1.97M | Buy |
+35,766
| New | +$1.97M | 1.51% | 19 |
|