FWM
Foguth 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 | $8.76M | Sell |
154,077
-34,881
| -18% | -$1.98M | 1.87% | 18 |
|
|
2025
Q1 | $10.8M | Sell |
188,958
-89,675
| -32% | -$5.12M | 2.62% | 9 |
|
|
2024
Q4 | $16.5M | Buy |
278,633
+79,096
| +40% | +$4.67M | 4.31% | 5 |
|
|
2024
Q3 | $11.8M | Buy |
199,537
+57,139
| +40% | +$3.37M | 4.28% | 5 |
|
|
2024
Q2 | $8.07M | Buy |
142,398
+39,292
| +38% | +$2.23M | 3.56% | 7 |
|
|
2024
Q1 | $5.97M | Buy |
+103,106
| New | +$5.97M | 3.2% | 5 |
|