JWM
Jupiter Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
17,999
-1,000
| -5% | -$51.8K | 0.47% | 47 |
|
|
2025
Q1 | $943K | Buy |
18,999
+2,700
| +17% | +$134K | 0.57% | 44 |
|
|
2024
Q4 | $828K | Hold |
16,299
| – | – | 0.42% | 53 |
|
|
2024
Q3 | $835K | Hold |
16,299
| – | – | 0.43% | 52 |
|
|
2024
Q2 | $819K | Hold |
16,299
| – | – | 0.43% | 52 |
|
|
2024
Q1 | $804K | Buy |
+16,299
| New | +$804K | 0.43% | 54 |
|