WDG
Wealth Dimensions 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 | $1.44M | Sell |
25,408
-8
| -0% | -$455 | 0.32% | 42 |
|
|
2025
Q1 | $1.45M | Buy |
25,416
+1,135
| +5% | +$64.9K | 0.35% | 40 |
|
|
2024
Q4 | $1.4M | Sell |
24,281
-7
| -0% | -$403 | 0.34% | 40 |
|
|
2024
Q3 | $1.45M | Buy |
24,288
+504
| +2% | +$30K | 0.37% | 36 |
|
|
2024
Q2 | $1.35M | Sell |
23,784
-477
| -2% | -$27K | 0.38% | 36 |
|
|
2024
Q1 | $1.4M | Sell |
24,261
-268
| -1% | -$15.5K | 0.41% | 35 |
|
|
2023
Q4 | $1.35M | Sell |
24,529
-59
| -0.2% | -$3.24K | 0.43% | 36 |
|
|
2023
Q3 | $1.32M | Buy |
24,588
+579
| +2% | +$31K | 0.48% | 35 |
|
|
2023
Q2 | $1.33M | Buy |
24,009
+213
| +0.9% | +$11.8K | 0.48% | 35 |
|
|
2023
Q1 | $1.3M | Buy |
23,796
+768
| +3% | +$41.9K | 0.5% | 32 |
|
|
2022
Q4 | $1.25M | Sell |
23,028
-443
| -2% | -$24.1K | 0.51% | 34 |
|
|
2022
Q3 | $1.2M | Buy |
23,471
+1,654
| +8% | +$84.7K | 0.59% | 27 |
|
|
2022
Q2 | $1.21M | Buy |
21,817
+4,092
| +23% | +$227K | 0.57% | 30 |
|
|
2022
Q1 | $1.09M | Buy |
17,725
+3,402
| +24% | +$209K | 0.5% | 32 |
|
|
2021
Q4 | $905K | Buy |
14,323
+4,290
| +43% | +$271K | 0.44% | 35 |
|
|
2021
Q3 | $598K | Buy |
+10,033
| New | +$598K | 0.38% | 53 |
|