MW
Marks Wealth’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 | $458K | Buy |
8,050
+2
| +0% | +$114 | 0.15% | 13 |
|
|
2025
Q1 | $460K | Buy |
8,048
+916
| +13% | +$52.3K | 0.17% | 11 |
|
|
2024
Q4 | $410K | Sell |
7,132
-484,952
| -99% | -$27.9M | 0.2% | 10 |
|
|
2024
Q3 | $29.3M | Buy |
+492,084
| New | +$29.3M | 12.57% | 1 |
|
|
2024
Q2 | – | Sell |
-724,421
| Closed | -$41.9M | – | 17 |
|
|
2024
Q1 | $41.9M | Buy |
+724,421
| New | +$41.9M | 15.84% | 2 |
|
|
2023
Q3 | – | Sell |
-1,561,090
| Closed | -$86.4M | – | 6 |
|
|
2023
Q2 | $86.4M | Buy |
+1,561,090
| New | +$86.4M | 89.2% | 1 |
|