WMA
West Michigan Advisors’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 | $3.54M | Buy |
62,312
+1,629
| +3% | +$92.6K | 1% | 26 |
|
|
2025
Q1 | $3.47M | Buy |
60,683
+2,280
| +4% | +$130K | 1.15% | 23 |
|
|
2024
Q4 | $3.38M | Sell |
58,403
-138
| -0.2% | -$7.99K | 1.02% | 28 |
|
|
2024
Q3 | $3.48M | Buy |
58,541
+715
| +1% | +$42.6K | 1.05% | 27 |
|
|
2024
Q2 | $3.28M | Buy |
57,826
+3,639
| +7% | +$206K | 1.04% | 26 |
|
|
2024
Q1 | $3.14M | Buy |
54,187
+5,848
| +12% | +$338K | 1.02% | 24 |
|
|
2023
Q4 | $2.66M | Sell |
48,339
-27,205
| -36% | -$1.5M | 1.01% | 23 |
|
|
2023
Q3 | $4.05M | Buy |
75,544
+3,816
| +5% | +$204K | 2.16% | 11 |
|
|
2023
Q2 | $3.97M | Sell |
71,728
-29,373
| -29% | -$1.63M | 1.59% | 13 |
|
|
2023
Q1 | $5.52M | Buy |
101,101
+4,945
| +5% | +$270K | 3.13% | 7 |
|
|
2022
Q4 | $5.24M | Buy |
96,156
+89,741
| +1,399% | +$4.89M | 3.81% | 6 |
|
|
2022
Q3 | $329K | Buy |
6,415
+2,475
| +63% | +$127K | 0.29% | 70 |
|
|
2022
Q2 | $218K | Buy |
3,940
+102
| +3% | +$5.64K | 0.19% | 99 |
|
|
2022
Q1 | $236K | Buy |
3,838
+479
| +14% | +$29.5K | 0.16% | 108 |
|
|
2021
Q4 | $212K | Buy |
+3,359
| New | +$212K | 0.16% | 114 |
|