FFWA
FRG Family 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 | $7.04M | Buy |
123,862
+4,808
| +4% | +$273K | 1.22% | 20 |
|
|
2025
Q1 | $6.8M | Buy |
119,054
+23,667
| +25% | +$1.35M | 1.31% | 21 |
|
|
2024
Q4 | $5.49M | Buy |
95,387
+7,966
| +9% | +$458K | 1% | 24 |
|
|
2024
Q3 | $5.2M | Buy |
87,421
+4,810
| +6% | +$286K | 0.93% | 29 |
|
|
2024
Q2 | $4.59M | Buy |
82,611
+15,796
| +24% | +$877K | 0.89% | 30 |
|
|
2024
Q1 | $3.74M | Buy |
66,815
+3,554
| +6% | +$199K | 0.73% | 31 |
|
|
2023
Q4 | $3.48M | Buy |
63,261
+3,220
| +5% | +$177K | 0.71% | 33 |
|
|
2023
Q3 | $3.22M | Buy |
60,041
+18,493
| +45% | +$990K | 0.73% | 34 |
|
|
2023
Q2 | $2.3M | Buy |
41,548
+4,744
| +13% | +$262K | 0.5% | 40 |
|
|
2023
Q1 | $2.01M | Buy |
36,804
+10,562
| +40% | +$577K | 0.46% | 45 |
|
|
2022
Q4 | $1.43M | Buy |
26,242
+6,925
| +36% | +$377K | 0.34% | 56 |
|
|
2022
Q3 | $990K | Buy |
+19,317
| New | +$990K | 0.24% | 71 |
|