WKWM
Walter & Keenan 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 | $4.11M | Buy |
72,262
+1,776
| +3% | +$101K | 1.19% | 24 |
|
|
2025
Q1 | $4.03M | Buy |
70,486
+5,820
| +9% | +$333K | 1.21% | 23 |
|
|
2024
Q4 | $3.72M | Buy |
64,666
+14,969
| +30% | +$861K | 1.12% | 24 |
|
|
2024
Q3 | $2.96M | Buy |
49,697
+4,757
| +11% | +$283K | 0.9% | 32 |
|
|
2024
Q2 | $2.55M | Buy |
44,940
+8,094
| +22% | +$459K | 0.81% | 40 |
|
|
2024
Q1 | $2.13M | Buy |
36,846
+1,816
| +5% | +$105K | 0.7% | 43 |
|
|
2023
Q4 | $1.93M | Buy |
35,030
+1,842
| +6% | +$101K | 0.69% | 40 |
|
|
2023
Q3 | $1.78M | Buy |
+33,188
| New | +$1.78M | 0.69% | 39 |
|