NW
Naviter 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 | $204K | Sell |
3,582
-6,364
| -64% | -$362K | 0.03% | 259 |
|
|
2025
Q1 | $564K | Sell |
9,946
-81
| -0.8% | -$4.59K | 0.07% | 199 |
|
|
2024
Q4 | $581K | Buy |
10,027
+1,486
| +17% | +$86.1K | 0.07% | 198 |
|
|
2024
Q3 | $508K | Sell |
8,541
-149,157
| -95% | -$8.88M | 0.07% | 186 |
|
|
2024
Q2 | $8.94M | Buy |
157,698
+9,913
| +7% | +$562K | 1.33% | 12 |
|
|
2024
Q1 | $8.55M | Buy |
147,785
+17,100
| +13% | +$989K | 1.4% | 12 |
|
|
2023
Q4 | $7.24M | Buy |
130,685
+6,421
| +5% | +$356K | 1.46% | 14 |
|
|
2023
Q3 | $6.66M | Buy |
124,264
+16,893
| +16% | +$905K | 1.61% | 11 |
|
|
2023
Q2 | $5.94M | Buy |
+107,371
| New | +$5.94M | 1.51% | 11 |
|