JWM
Jupiter 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 | $921K | Hold |
16,250
| – | – | 0.47% | 48 |
|
|
2025
Q1 | $915K | Hold |
16,250
| – | – | 0.55% | 45 |
|
|
2024
Q4 | $935K | Sell |
16,250
-36,432
| -69% | -$2.1M | 0.47% | 48 |
|
|
2024
Q3 | $3.14M | Buy |
52,682
+7,700
| +17% | +$458K | 1.6% | 20 |
|
|
2024
Q2 | $2.59M | Sell |
44,982
-59,531
| -57% | -$3.42M | 1.37% | 22 |
|
|
2024
Q1 | $5.93M | Sell |
104,513
-1,864
| -2% | -$106K | 3.14% | 6 |
|
|
2023
Q4 | $5.85M | Buy |
106,377
+1,945
| +2% | +$107K | 3.44% | 6 |
|
|
2023
Q3 | $5.62M | Buy |
+104,432
| New | +$5.62M | 3.64% | 6 |
|