MAM
Morse Asset 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 | $429K | Sell |
7,547
-3,481
| -32% | -$198K | 0.09% | 127 |
|
2025
Q1 | $630K | Sell |
11,028
-34
| -0.3% | -$1.94K | 0.16% | 99 |
|
2024
Q4 | $636K | Sell |
11,062
-2,261
| -17% | -$130K | 0.15% | 102 |
|
2024
Q3 | $793K | Buy |
13,323
+1,880
| +16% | +$112K | 0.17% | 109 |
|
2024
Q2 | $649K | Sell |
11,443
-4,189
| -27% | -$238K | 0.16% | 105 |
|
2024
Q1 | $904K | Buy |
+15,632
| New | +$904K | 0.23% | 87 |
|