PP
PDS Planning’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 | $1.72M | Buy |
30,243
+540
| +2% | +$30.7K | 0.13% | 74 |
|
|
2025
Q1 | $1.7M | Buy |
29,703
+2,553
| +9% | +$146K | 0.14% | 71 |
|
|
2024
Q4 | $1.56M | Buy |
27,150
+330
| +1% | +$19K | 0.14% | 74 |
|
|
2024
Q3 | $1.6M | Buy |
26,820
+3,327
| +14% | +$198K | 0.14% | 71 |
|
|
2024
Q2 | $1.33M | Buy |
23,493
+6,120
| +35% | +$347K | 0.13% | 74 |
|
|
2024
Q1 | $1.01M | Buy |
17,373
+7,200
| +71% | +$417K | 0.11% | 83 |
|
|
2023
Q4 | $559K | Buy |
10,173
+5,852
| +135% | +$322K | 0.06% | 135 |
|
|
2023
Q3 | $231K | Buy |
+4,321
| New | +$231K | 0.03% | 266 |
|