RDFA
Ritter Daniher Financial Advisory’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 | $9.24M | Buy |
162,557
+2,875
| +2% | +$163K | 2.27% | 11 |
|
|
2025
Q1 | $9.12M | Buy |
159,682
+11,894
| +8% | +$680K | 2.49% | 10 |
|
|
2024
Q4 | $8.5M | Buy |
147,788
+3,391
| +2% | +$195K | 2.4% | 11 |
|
|
2024
Q3 | $8.59M | Sell |
144,397
-7,652
| -5% | -$455K | 2.5% | 10 |
|
|
2024
Q2 | $8.62M | Buy |
152,049
+11,298
| +8% | +$640K | 2.75% | 9 |
|
|
2024
Q1 | $8.14M | Buy |
140,751
+11,294
| +9% | +$653K | 2.7% | 9 |
|
|
2023
Q4 | $7.12M | Buy |
129,457
+24,413
| +23% | +$1.34M | 2.64% | 10 |
|
|
2023
Q3 | $5.63M | Buy |
105,044
+6,853
| +7% | +$367K | 2.38% | 10 |
|
|
2023
Q2 | $5.43M | Buy |
98,191
+11,530
| +13% | +$638K | 2.25% | 10 |
|
|
2023
Q1 | $4.73M | Buy |
86,661
+17,393
| +25% | +$950K | 2.08% | 10 |
|
|
2022
Q4 | $3.77M | Buy |
+69,268
| New | +$3.77M | 1.8% | 11 |
|