1900 Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
6,263
-76
| -1% | -$4.32K | 0.03% | 176 |
|
|
2025
Q1 | $362K | Sell |
6,339
-354
| -5% | -$20.2K | 0.03% | 168 |
|
|
2024
Q4 | $385K | Sell |
6,693
-20
| -0.3% | -$1.15K | 0.03% | 162 |
|
|
2024
Q3 | $399K | Sell |
6,713
-35
| -0.5% | -$2.08K | 0.03% | 168 |
|
|
2024
Q2 | $382K | Sell |
6,748
-29
| -0.4% | -$1.64K | 0.04% | 169 |
|
|
2024
Q1 | $392K | Sell |
6,777
-414
| -6% | -$24K | 0.04% | 176 |
|
|
2023
Q4 | $395K | Sell |
7,191
-3,997
| -36% | -$220K | 0.04% | 216 |
|
|
2023
Q3 | $599K | Buy |
11,188
+1,624
| +17% | +$87K | 0.06% | 176 |
|
|
2023
Q2 | $529K | Buy |
+9,564
| New | +$529K | 0.05% | 154 |
|