IHWM
Iron Horse 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 | $17.8M | Buy |
312,226
+11,991
| +4% | +$682K | 5.24% | 7 |
|
|
2025
Q1 | $17.2M | Buy |
300,235
+15,639
| +5% | +$894K | 5.51% | 7 |
|
|
2024
Q4 | $16.4M | Buy |
284,596
+15,333
| +6% | +$882K | 5.49% | 9 |
|
|
2024
Q3 | $16M | Buy |
269,263
+14,210
| +6% | +$846K | 5.48% | 9 |
|
|
2024
Q2 | $14.5M | Buy |
255,053
+9,130
| +4% | +$517K | 5.52% | 9 |
|
|
2024
Q1 | $14.2M | Buy |
245,923
+18,436
| +8% | +$1.07M | 5.62% | 9 |
|
|
2023
Q4 | $12.5M | Buy |
227,487
+11,268
| +5% | +$620K | 5.47% | 9 |
|
|
2023
Q3 | $11.6M | Buy |
216,219
+4,869
| +2% | +$261K | 5.69% | 9 |
|
|
2023
Q2 | $11.7M | Buy |
211,350
+209,592
| +11,922% | +$11.6M | 5.74% | 9 |
|
|
2023
Q1 | $96K | Buy |
1,758
+290
| +20% | +$15.8K | 0.05% | 55 |
|
|
2022
Q4 | $80K | Buy |
+1,468
| New | +$80K | 0.04% | 57 |
|