SFG
Sovereign Financial Group’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 | $1.79M | Buy |
31,504
+4,395
| +16% | +$250K | 0.37% | 50 |
|
|
2025
Q1 | $1.55M | Buy |
27,109
+3,525
| +15% | +$201K | 0.36% | 55 |
|
|
2024
Q4 | $1.36M | Buy |
23,584
+1,549
| +7% | +$89.1K | 0.31% | 64 |
|
|
2024
Q3 | $1.31M | Buy |
22,035
+2,450
| +13% | +$146K | 0.31% | 66 |
|
|
2024
Q2 | $1.11M | Buy |
19,585
+671
| +4% | +$38K | 0.28% | 75 |
|
|
2024
Q1 | $1.09M | Buy |
18,914
+791
| +4% | +$45.8K | 0.29% | 69 |
|
|
2023
Q4 | $996K | Buy |
18,123
+1,775
| +11% | +$97.6K | 0.3% | 71 |
|
|
2023
Q3 | $876K | Buy |
16,348
+3,081
| +23% | +$165K | 0.31% | 68 |
|
|
2023
Q2 | $734K | Buy |
13,267
+2,347
| +21% | +$130K | 0.24% | 100 |
|
|
2023
Q1 | $596K | Buy |
10,920
+2,482
| +29% | +$136K | 0.22% | 108 |
|
|
2022
Q4 | $460K | Buy |
8,438
+386
| +5% | +$21K | 0.18% | 131 |
|
|
2022
Q3 | $413K | Buy |
8,052
+1,172
| +17% | +$60.1K | 0.17% | 122 |
|
|
2022
Q2 | $381K | Buy |
+6,880
| New | +$381K | 0.15% | 133 |
|