PSIWM
Paradigm Strategies in 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 | $1.46M | Buy |
25,703
+2,414
| +10% | +$137K | 0.96% | 21 |
|
|
2025
Q1 | $1.33M | Buy |
23,289
+3,817
| +20% | +$218K | 0.9% | 23 |
|
|
2024
Q4 | $1.12M | Buy |
19,472
+7,511
| +63% | +$432K | 0.74% | 21 |
|
|
2024
Q3 | $712K | Buy |
11,961
+47
| +0.4% | +$2.8K | 0.45% | 24 |
|
|
2024
Q2 | $675K | Sell |
11,914
-533
| -4% | -$30.2K | 0.41% | 24 |
|
|
2024
Q1 | $720K | Buy |
12,447
+6,770
| +119% | +$392K | 0.44% | 22 |
|
|
2023
Q4 | $312K | Hold |
5,677
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $304K | Buy |
5,677
+939
| +20% | +$50.3K | 0.19% | 38 |
|
|
2023
Q2 | $262K | Hold |
4,738
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $259K | Buy |
+4,738
| New | +$259K | 0.2% | 35 |
|