TWM
Tanglewood 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 | $400K | Hold |
7,040
| – | – | 0.04% | 33 |
|
|
2025
Q1 | $402K | Hold |
7,040
| – | – | 0.05% | 31 |
|
|
2024
Q4 | $405K | Hold |
7,040
| – | – | 0.05% | 29 |
|
|
2024
Q3 | $419K | Hold |
7,040
| – | – | 0.05% | 28 |
|
|
2024
Q2 | $399K | Hold |
7,040
| – | – | 0.05% | 27 |
|
|
2024
Q1 | $407K | Hold |
7,040
| – | – | 0.05% | 27 |
|
|
2023
Q4 | $387K | Buy |
+7,040
| New | +$387K | 0.05% | 27 |
|
|
2023
Q3 | – | Sell |
-7,040
| Closed | -$390K | – | 29 |
|
|
2023
Q2 | $390K | Hold |
7,040
| – | – | 0.06% | 24 |
|
|
2023
Q1 | $384K | Buy |
+7,040
| New | +$384K | 0.06% | 29 |
|