Smallwood Wealth Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $255K | Buy |
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