Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
26,543
+938
| +4% | +$53.3K | 0.34% | 53 |
|
|
2025
Q1 | $1.46M | Buy |
25,605
+4,157
| +19% | +$238K | 0.35% | 53 |
|
|
2024
Q4 | $1.23M | Buy |
21,448
+3,809
| +22% | +$219K | 0.3% | 56 |
|
|
2024
Q3 | $1.05M | Buy |
17,639
+426
| +2% | +$25.4K | 0.26% | 63 |
|
|
2024
Q2 | $976K | Buy |
17,213
+3,139
| +22% | +$178K | 0.26% | 62 |
|
|
2024
Q1 | $814K | Buy |
14,074
+3,556
| +34% | +$206K | 0.23% | 70 |
|
|
2023
Q4 | $578K | Buy |
10,518
+2,362
| +29% | +$130K | 0.18% | 87 |
|
|
2023
Q3 | $437K | Buy |
+8,156
| New | +$437K | 0.15% | 93 |
|