SPWG
Syntegra Private Wealth 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 | $1.09M | Buy |
19,200
+1,662
| +9% | +$94.5K | 0.11% | 61 |
|
|
2025
Q1 | $1M | Sell |
17,538
-709
| -4% | -$40.5K | 0.12% | 52 |
|
|
2024
Q4 | $1.05M | Buy |
18,247
+11
| +0.1% | +$633 | 0.12% | 51 |
|
|
2024
Q3 | $1.09M | Buy |
18,236
+8
| +0% | +$476 | 0.13% | 51 |
|
|
2024
Q2 | $1.03M | Buy |
18,228
+492
| +3% | +$27.9K | 0.13% | 49 |
|
|
2024
Q1 | $1.03M | Buy |
+17,736
| New | +$1.03M | 0.13% | 47 |
|