SWM
StoneCrest 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 | $4.12M | Buy |
72,418
+2,542
| +4% | +$145K | 1.96% | 23 |
|
|
2025
Q1 | $3.99M | Buy |
69,876
+1,857
| +3% | +$106K | 2.54% | 15 |
|
|
2024
Q4 | $3.91M | Buy |
68,019
+3,732
| +6% | +$215K | 2.55% | 17 |
|
|
2024
Q3 | $3.83M | Buy |
64,287
+2,713
| +4% | +$161K | 2.78% | 14 |
|
|
2024
Q2 | $3.49M | Sell |
61,574
-6,812
| -10% | -$386K | 2.66% | 17 |
|
|
2024
Q1 | $3.96M | Buy |
68,386
+4,707
| +7% | +$272K | 3.42% | 11 |
|
|
2023
Q4 | $3.5M | Buy |
+63,679
| New | +$3.5M | 3.36% | 12 |
|