SMA
Sage Mountain Advisors’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 | $106K | Sell |
1,856
-872
| -32% | -$49.6K | 0.01% | 438 |
|
|
2025
Q1 | $156K | Hold |
2,728
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $157K | Hold |
2,728
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $162K | Hold |
2,728
| – | – | 0.01% | 399 |
|
|
2024
Q2 | $155K | Hold |
2,728
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $158K | Sell |
2,728
-478
| -15% | -$27.7K | 0.02% | 331 |
|
|
2023
Q4 | $176K | Hold |
3,206
| – | – | 0.02% | 268 |
|
|
2023
Q3 | $172K | Buy |
3,206
+1,966
| +159% | +$105K | 0.02% | 259 |
|
|
2023
Q2 | $68.6K | Buy |
+1,240
| New | +$68.6K | 0.01% | 293 |
|