PWM
Prosperity 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 | $1.34M | Buy |
23,624
+6,507
| +38% | +$370K | 0.5% | 38 |
|
|
2025
Q1 | $978K | Sell |
17,117
-67
| -0.4% | -$3.83K | 0.46% | 43 |
|
|
2024
Q4 | $989K | Sell |
17,184
-13,205
| -43% | -$760K | 0.41% | 41 |
|
|
2024
Q3 | $1.81M | Sell |
30,389
-1,493
| -5% | -$88.8K | 0.72% | 21 |
|
|
2024
Q2 | $1.81M | Sell |
31,882
-1,391
| -4% | -$78.8K | 0.89% | 17 |
|
|
2024
Q1 | $1.93M | Buy |
33,273
+644
| +2% | +$37.3K | 0.91% | 18 |
|
|
2023
Q4 | $1.79M | Sell |
32,629
-7,183
| -18% | -$395K | 1.17% | 18 |
|
|
2023
Q3 | $2.13M | Buy |
39,812
+5,347
| +16% | +$286K | 1.37% | 13 |
|
|
2023
Q2 | $1.91M | Buy |
34,465
+13,578
| +65% | +$751K | 1.23% | 13 |
|
|
2023
Q1 | $1.14M | Sell |
20,887
-2,837
| -12% | -$155K | 0.9% | 22 |
|
|
2022
Q4 | $1.29M | Buy |
+23,724
| New | +$1.29M | 1.22% | 21 |
|