SWA
Sax Wealth 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 | $2.91M | Buy |
51,162
+8,172
| +19% | +$465K | 0.18% | 79 |
|
|
2025
Q1 | $2.46M | Buy |
42,990
+16,591
| +63% | +$948K | 0.18% | 80 |
|
|
2024
Q4 | $1.52M | Buy |
26,399
+17,832
| +208% | +$1.03M | 0.12% | 85 |
|
|
2024
Q3 | $510K | Buy |
8,567
+2,878
| +51% | +$171K | 0.05% | 154 |
|
|
2024
Q2 | $322K | Buy |
+5,689
| New | +$322K | 0.03% | 200 |
|