RWS
Resolute Wealth Strategies’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 | $973K | Buy |
17,114
+333
| +2% | +$18.9K | 0.52% | 31 |
|
|
2025
Q1 | $959K | Sell |
16,781
-606
| -3% | -$34.6K | 0.54% | 35 |
|
|
2024
Q4 | $1M | Sell |
17,387
-1,895
| -10% | -$109K | 0.51% | 32 |
|
|
2024
Q3 | $1.15M | Sell |
19,282
-2,852
| -13% | -$170K | 0.6% | 27 |
|
|
2024
Q2 | $1.25M | Sell |
22,134
-2,733
| -11% | -$155K | 0.72% | 26 |
|
|
2024
Q1 | $1.44M | Sell |
24,867
-548
| -2% | -$31.7K | 0.87% | 27 |
|
|
2023
Q4 | $1.4M | Buy |
25,415
+233
| +0.9% | +$12.8K | 0.95% | 24 |
|
|
2023
Q3 | $1.35M | Buy |
25,182
+1,246
| +5% | +$66.7K | 1.01% | 24 |
|
|
2023
Q2 | $1.32M | Buy |
23,936
+231
| +1% | +$12.8K | 1.03% | 23 |
|
|
2023
Q1 | $1.29M | Buy |
+23,705
| New | +$1.29M | 1.1% | 21 |
|