SAI
Savvy Advisors Inc’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 | $741K | Buy |
+13,029
| New | +$741K | 0.05% | 270 |
|
|
2024
Q3 | – | Sell |
-4,352
| Closed | -$247K | – | 363 |
|
|
2024
Q2 | $247K | Buy |
4,352
+59
| +1% | +$3.34K | 0.08% | 242 |
|
|
2024
Q1 | $248K | Buy |
4,293
+387
| +10% | +$22.4K | 0.14% | 185 |
|
|
2023
Q4 | $215K | Buy |
+3,906
| New | +$215K | 0.21% | 143 |
|