SWP
Summit Wealth Partners’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 | $4.48M | Buy |
78,889
+6,690
| +9% | +$380K | 0.86% | 32 |
|
|
2025
Q1 | $4.13M | Sell |
72,199
-1,151
| -2% | -$65.8K | 0.84% | 30 |
|
|
2024
Q4 | $4.22M | Sell |
73,350
-2,303
| -3% | -$132K | 0.87% | 28 |
|
|
2024
Q3 | $4.5M | Sell |
75,653
-1,275
| -2% | -$75.9K | 0.87% | 28 |
|
|
2024
Q2 | $4.36M | Buy |
76,928
+957
| +1% | +$54.2K | 0.91% | 27 |
|
|
2024
Q1 | $4.4M | Sell |
75,971
-1,778
| -2% | -$103K | 0.94% | 26 |
|
|
2023
Q4 | $4.27M | Sell |
77,749
-7,219
| -8% | -$397K | 0.99% | 25 |
|
|
2023
Q3 | $4.55M | Sell |
84,968
-2,121
| -2% | -$114K | 1.16% | 21 |
|
|
2023
Q2 | $4.82M | Buy |
87,089
+5,761
| +7% | +$319K | 1.21% | 22 |
|
|
2023
Q1 | $4.44M | Buy |
81,328
+3,488
| +4% | +$190K | 1.14% | 23 |
|
|
2022
Q4 | $4.24M | Buy |
77,840
+10,022
| +15% | +$546K | 1.13% | 23 |
|
|
2022
Q3 | $3.47M | Buy |
67,818
+11,226
| +20% | +$575K | 0.98% | 25 |
|
|
2022
Q2 | $3.14M | Buy |
56,592
+36,864
| +187% | +$2.04M | 0.84% | 29 |
|
|
2022
Q1 | $1.21M | Buy |
19,728
+13,527
| +218% | +$831K | 0.27% | 50 |
|
|
2021
Q4 | $392K | Buy |
+6,201
| New | +$392K | 0.08% | 111 |
|