TMWM
Taylor & Morgan 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 | $801K | Sell |
14,086
-314
| -2% | -$17.9K | 0.54% | 28 |
|
|
2025
Q1 | $823K | Sell |
14,400
-1,865
| -11% | -$107K | 0.62% | 27 |
|
|
2024
Q4 | $936K | Sell |
16,265
-3,399
| -17% | -$196K | 0.66% | 24 |
|
|
2024
Q3 | $1.17M | Sell |
19,664
-4,154
| -17% | -$247K | 0.79% | 21 |
|
|
2024
Q2 | $1.35M | Buy |
23,818
+15,431
| +184% | +$875K | 0.95% | 18 |
|
|
2024
Q1 | $485K | Buy |
8,387
+692
| +9% | +$40K | 0.36% | 41 |
|
|
2023
Q4 | $423K | Buy |
+7,695
| New | +$423K | 0.34% | 41 |
|