PFG
Prosperity Financial 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 | $2.94M | Buy |
51,640
+2,898
| +6% | +$165K | 1.25% | 28 |
|
|
2025
Q1 | $2.79M | Buy |
48,742
+4,356
| +10% | +$249K | 1.39% | 23 |
|
|
2024
Q4 | $2.55M | Buy |
44,386
+1,234
| +3% | +$71K | 1.27% | 23 |
|
|
2024
Q3 | $2.57M | Buy |
43,152
+1,006
| +2% | +$59.9K | 1.44% | 20 |
|
|
2024
Q2 | $2.39M | Buy |
42,146
+1,767
| +4% | +$100K | 1.51% | 17 |
|
|
2024
Q1 | $2.34M | Sell |
40,379
-30,533
| -43% | -$1.77M | 1.44% | 20 |
|
|
2023
Q4 | $3.9M | Sell |
70,912
-2,224
| -3% | -$122K | 2.71% | 8 |
|
|
2023
Q3 | $3.92M | Buy |
73,136
+29,794
| +69% | +$1.6M | 3.24% | 6 |
|
|
2023
Q2 | $2.4M | Buy |
43,342
+1,055
| +2% | +$58.4K | 2.11% | 9 |
|
|
2023
Q1 | $2.31M | Buy |
42,287
+13,835
| +49% | +$755K | 2.34% | 9 |
|
|
2022
Q4 | $1.55M | Buy |
+28,452
| New | +$1.55M | 1.67% | 12 |
|