PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | – | Sell |
-4,803
| Closed | -$274K | – | 195 |
|
|
2025
Q1 | $274K | Sell |
4,803
-463
| -9% | -$26.5K | 0.05% | 158 |
|
|
2024
Q4 | $303K | Sell |
5,266
-393
| -7% | -$22.6K | 0.05% | 151 |
|
|
2024
Q3 | $337K | Sell |
5,659
-885
| -14% | -$52.7K | 0.06% | 150 |
|
|
2024
Q2 | $371K | Sell |
6,544
-528
| -7% | -$29.9K | 0.07% | 136 |
|
|
2024
Q1 | $409K | Buy |
7,072
+1,061
| +18% | +$61.4K | 0.08% | 128 |
|
|
2023
Q4 | $336K | Buy |
6,011
+572
| +11% | +$32K | 0.07% | 139 |
|
|
2023
Q3 | $289K | Buy |
5,439
+1,116
| +26% | +$59.3K | 0.06% | 141 |
|
|
2023
Q2 | $241K | Buy |
+4,323
| New | +$241K | 0.05% | 154 |
|