S4W
Solutions 4 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 | $1.08M | Buy |
19,030
+3,589
| +23% | +$204K | 1.8% | 12 |
|
|
2025
Q1 | $882K | Buy |
15,441
+183
| +1% | +$10.5K | 1.56% | 17 |
|
|
2024
Q4 | $878K | Buy |
15,258
+287
| +2% | +$16.5K | 1.59% | 17 |
|
|
2024
Q3 | $891K | Buy |
14,971
+257
| +2% | +$15.3K | 1.74% | 17 |
|
|
2024
Q2 | $834K | Buy |
14,714
+10,182
| +225% | +$577K | 1.89% | 15 |
|
|
2024
Q1 | $262K | Buy |
4,532
+82
| +2% | +$4.75K | 0.74% | 34 |
|
|
2023
Q4 | $245K | Buy |
+4,450
| New | +$245K | 0.8% | 32 |
|