YWS
Yarger Wealth Strategies’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 | – | Sell |
-8,437
| Closed | -$482K | – | 113 |
|
|
2025
Q1 | $482K | Buy |
+8,437
| New | +$482K | 0.28% | 55 |
|
|
2024
Q4 | – | Sell |
-3,439
| Closed | -$205K | – | 96 |
|
|
2024
Q3 | $205K | Sell |
3,439
-176
| -5% | -$10.5K | 0.11% | 93 |
|
|
2024
Q2 | $205K | Buy |
+3,615
| New | +$205K | 0.12% | 82 |
|