WFAG
Worth Financial Advisory 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 | $3.95M | Buy |
69,424
+409
| +0.6% | +$23.3K | 2.42% | 11 |
|
|
2025
Q1 | $3.94M | Sell |
69,015
-733
| -1% | -$41.9K | 2.51% | 10 |
|
|
2024
Q4 | $4.01M | Sell |
69,748
-887
| -1% | -$51K | 2.47% | 9 |
|
|
2024
Q3 | $4.2M | Buy |
70,635
+1,426
| +2% | +$84.9K | 2.47% | 7 |
|
|
2024
Q2 | $3.92M | Buy |
69,209
+2,060
| +3% | +$117K | 2.57% | 7 |
|
|
2024
Q1 | $3.89M | Buy |
67,149
+1,030
| +2% | +$59.6K | 2.69% | 7 |
|
|
2023
Q4 | $3.64M | Buy |
66,119
+6,799
| +11% | +$374K | 2.9% | 7 |
|
|
2023
Q3 | $3.18M | Buy |
59,320
+3,653
| +7% | +$196K | 2.87% | 7 |
|
|
2023
Q2 | $3.08M | Sell |
55,667
-705
| -1% | -$39K | 2.86% | 7 |
|
|
2023
Q1 | $3.08M | Buy |
+56,372
| New | +$3.08M | 2.94% | 6 |
|