SAW
Signal Advisors Wealth’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 | $9.02M | Sell |
158,715
-11,836
| -7% | -$673K | 0.71% | 39 |
|
|
2025
Q1 | $9.75M | Sell |
170,551
-66,221
| -28% | -$3.78M | 0.95% | 19 |
|
|
2024
Q4 | $13.7M | Buy |
236,772
+35,390
| +18% | +$2.05M | 1.55% | 10 |
|
|
2024
Q3 | $12M | Buy |
+201,382
| New | +$12M | 1.72% | 8 |
|
|
2024
Q2 | – | Sell |
-104,556
| Closed | -$6.05M | – | 193 |
|
|
2024
Q1 | $6.05M | Buy |
104,556
+23,441
| +29% | +$1.36M | 1.5% | 10 |
|
|
2023
Q4 | $4.49M | Buy |
+81,115
| New | +$4.49M | 1.56% | 10 |
|