SWM
SK Wealth 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 | $21.5M | Buy |
378,881
+10,896
| +3% | +$619K | 9.34% | 3 |
|
|
2025
Q1 | $19.4M | Sell |
367,985
-28,128
| -7% | -$1.48M | 10.41% | 2 |
|
|
2024
Q4 | $22.8M | Buy |
396,113
+5,454
| +1% | +$314K | 11.6% | 2 |
|
|
2024
Q3 | $22.8M | Buy |
+390,659
| New | +$22.8M | 11.68% | 2 |
|