SFWA
Summit Financial 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
Q1 | $4.76M | Buy |
83,280
+2,451
| +3% | +$140K | 0.94% | 28 |
|
|
2024
Q4 | $4.73M | Buy |
80,829
+9,369
| +13% | +$549K | 0.93% | 29 |
|
|
2024
Q3 | $4.25M | Buy |
71,460
+17,995
| +34% | +$1.07M | 0.8% | 32 |
|
|
2024
Q2 | $3.03M | Buy |
53,465
+18,355
| +52% | +$1.04M | 0.61% | 35 |
|
|
2024
Q1 | $2.03M | Buy |
35,110
+24,235
| +223% | +$1.4M | 0.41% | 38 |
|
|
2023
Q4 | $598K | Hold |
10,875
| – | – | 0.14% | 71 |
|
|
2023
Q3 | $583K | Buy |
+10,875
| New | +$583K | 0.14% | 67 |
|