SWMP
Signature Wealth Management Partners’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 | $13.5M | Buy |
237,623
+14,352
| +6% | +$816K | 7.72% | 3 |
|
|
2025
Q1 | $12.8M | Buy |
223,271
+40,810
| +22% | +$2.33M | 8.35% | 2 |
|
|
2024
Q4 | $10.5M | Buy |
182,461
+11,487
| +7% | +$661K | 7.21% | 3 |
|
|
2024
Q3 | $10.2M | Buy |
170,974
+6,866
| +4% | +$409K | 7.37% | 3 |
|
|
2024
Q2 | $9.3M | Buy |
164,108
+7,916
| +5% | +$449K | 7.07% | 4 |
|
|
2024
Q1 | $9.04M | Buy |
156,192
+12,486
| +9% | +$722K | 7.36% | 2 |
|
|
2023
Q4 | $7.9M | Buy |
143,706
+12,093
| +9% | +$665K | 6.92% | 3 |
|
|
2023
Q3 | $7.05M | Buy |
131,613
+8,232
| +7% | +$441K | 6.89% | 3 |
|
|
2023
Q2 | $6.83M | Buy |
123,381
+18,057
| +17% | +$999K | 6.33% | 4 |
|
|
2023
Q1 | $5.75M | Buy |
105,324
+46,417
| +79% | +$2.53M | 5.34% | 4 |
|
|
2022
Q4 | $3.21M | Buy |
58,907
+44,537
| +310% | +$2.43M | 3.16% | 6 |
|
|
2022
Q3 | $736K | Buy |
+14,370
| New | +$736K | 0.81% | 36 |
|