SWA
Strategies Wealth Advisors’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 | $279K | Buy |
4,900
+123
| +3% | +$6.99K | 0.03% | 146 |
|
|
2025
Q1 | $273K | Buy |
4,777
+27
| +0.6% | +$1.54K | 0.03% | 145 |
|
|
2024
Q4 | $281K | Buy |
4,750
+150
| +3% | +$8.86K | 0.03% | 106 |
|
|
2024
Q3 | $274K | Buy |
4,600
+81
| +2% | +$4.82K | 0.04% | 80 |
|
|
2024
Q2 | $256K | Buy |
+4,519
| New | +$256K | 0.04% | 79 |
|