SCM
Saxony Capital 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 | $3.63M | Buy |
63,817
+9,853
| +18% | +$560K | 2.78% | 6 |
|
|
2025
Q1 | $3.08M | Buy |
53,964
+15,667
| +41% | +$895K | 2.71% | 8 |
|
|
2024
Q4 | $2.2M | Buy |
38,297
+21,149
| +123% | +$1.22M | 1.94% | 15 |
|
|
2024
Q3 | $1.02M | Buy |
17,148
+3,538
| +26% | +$211K | 0.93% | 32 |
|
|
2024
Q2 | $771K | Buy |
13,610
+3,235
| +31% | +$183K | 0.85% | 29 |
|
|
2024
Q1 | $600K | Buy |
+10,375
| New | +$600K | 0.72% | 35 |
|