OBWG
Onyx Bridge Wealth Group’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 | $3.26M | Buy |
57,366
+5,381
| +10% | +$306K | 0.43% | 55 |
|
|
2025
Q1 | $2.97M | Buy |
51,985
+1,751
| +3% | +$100K | 0.43% | 52 |
|
|
2024
Q4 | $2.89M | Buy |
50,234
+5,396
| +12% | +$311K | 0.42% | 53 |
|
|
2024
Q3 | $2.67M | Buy |
44,838
+8,164
| +22% | +$486K | 0.4% | 52 |
|
|
2024
Q2 | $2.08M | Buy |
36,674
+14,635
| +66% | +$830K | 0.34% | 56 |
|
|
2024
Q1 | $1.24M | Buy |
22,039
+16,175
| +276% | +$910K | 0.22% | 84 |
|
|
2023
Q4 | $322K | Buy |
+5,864
| New | +$322K | 0.07% | 184 |
|
|
2022
Q4 | – | Sell |
-8,941
| Closed | -$455K | – | 202 |
|
|
2022
Q3 | $455K | Buy |
+8,941
| New | +$455K | 0.21% | 81 |
|