WAS
Winch Advisory Services’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 | $318K | Sell |
5,600
-11
| -0.2% | -$625 | 0.08% | 81 |
|
|
2025
Q1 | $321K | Hold |
5,611
| – | – | 0.08% | 80 |
|
|
2024
Q4 | $323K | Buy |
5,611
+165
| +3% | +$9.49K | 0.08% | 76 |
|
|
2024
Q3 | $324K | Buy |
5,446
+126
| +2% | +$7.5K | 0.09% | 74 |
|
|
2024
Q2 | $302K | Buy |
5,320
+2,964
| +126% | +$168K | 0.09% | 73 |
|
|
2024
Q1 | $136K | Buy |
2,356
+1,130
| +92% | +$65.4K | 0.04% | 98 |
|
|
2023
Q4 | $67.4K | Buy |
+1,226
| New | +$67.4K | 0.02% | 123 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$4K | – | 489 |
|
|
2021
Q3 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 352 |
|