MWM
Mattern 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 | $573K | Buy |
10,082
+178
| +2% | +$10.1K | 0.12% | 85 |
|
|
2025
Q1 | $566K | Buy |
9,904
+232
| +2% | +$13.3K | 0.13% | 85 |
|
|
2024
Q4 | $556K | Buy |
9,672
+1,600
| +20% | +$92K | 0.12% | 92 |
|
|
2024
Q3 | $480K | Buy |
8,072
+174
| +2% | +$10.4K | 0.11% | 103 |
|
|
2024
Q2 | $448K | Buy |
7,898
+1,710
| +28% | +$96.9K | 0.11% | 112 |
|
|
2024
Q1 | $358K | Buy |
+6,188
| New | +$358K | 0.09% | 133 |
|