SW
SkyOak 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 | $3.29M | Buy |
57,947
+1,977
| +4% | +$112K | 0.66% | 41 |
|
|
2025
Q1 | $3.2M | Buy |
55,970
+6,194
| +12% | +$354K | 0.7% | 38 |
|
|
2024
Q4 | $2.86M | Buy |
49,776
+8,671
| +21% | +$499K | 0.61% | 45 |
|
|
2024
Q3 | $2.45M | Buy |
41,105
+7,053
| +21% | +$420K | 0.54% | 50 |
|
|
2024
Q2 | $1.93M | Buy |
34,052
+996
| +3% | +$56.5K | 0.45% | 56 |
|
|
2024
Q1 | $1.91M | Buy |
33,056
+4,595
| +16% | +$266K | 0.46% | 55 |
|
|
2023
Q4 | $1.56M | Buy |
28,461
+14,244
| +100% | +$783K | 0.41% | 58 |
|
|
2023
Q3 | $761K | Buy |
14,217
+1,214
| +9% | +$65K | 0.22% | 86 |
|
|
2023
Q2 | $719K | Buy |
13,003
+2,778
| +27% | +$154K | 0.2% | 94 |
|
|
2023
Q1 | $558K | Buy |
10,225
+5,581
| +120% | +$305K | 0.17% | 108 |
|
|
2022
Q4 | $253K | Buy |
4,644
+144
| +3% | +$7.85K | 0.09% | 176 |
|
|
2022
Q3 | $231K | Buy |
+4,500
| New | +$231K | 0.08% | 180 |
|