RWM
Ritholtz 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 | – | Sell |
-7,827
| Closed | -$447K | – | 1013 |
|
|
2025
Q1 | $447K | Buy |
7,827
+192
| +3% | +$11K | 0.01% | 626 |
|
|
2024
Q4 | $439K | Buy |
7,635
+1,885
| +33% | +$108K | 0.01% | 601 |
|
|
2024
Q3 | $342K | Sell |
5,750
-7,949
| -58% | -$473K | 0.01% | 665 |
|
|
2024
Q2 | $776K | Buy |
+13,699
| New | +$776K | 0.03% | 416 |
|