FFWM
Future Financial 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 | $56.9K | Sell |
1,000
-9,773
| -91% | -$556K | 0.04% | 226 |
|
|
2025
Q1 | $616K | Buy |
10,773
+114
| +1% | +$6.51K | 0.45% | 48 |
|
|
2024
Q4 | $613K | Sell |
10,659
-57
| -0.5% | -$3.28K | 0.45% | 46 |
|
|
2024
Q3 | $638K | Buy |
10,716
+498
| +5% | +$29.6K | 0.46% | 45 |
|
|
2024
Q2 | $579K | Buy |
10,218
+5,415
| +113% | +$307K | 0.51% | 47 |
|
|
2024
Q1 | $278K | Buy |
+4,803
| New | +$278K | 0.21% | 85 |
|