3Chopt Investment Partners’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 | $204K | Buy |
3,584
+77
| +2% | +$4.38K | 0.05% | 212 |
|
|
2025
Q1 | $200K | Buy |
+3,507
| New | +$200K | 0.05% | 205 |
|
|
2024
Q3 | – | Sell |
-6,347
| Closed | -$360K | – | 122 |
|
|
2024
Q2 | $360K | Buy |
+6,347
| New | +$360K | 0.11% | 147 |
|
|
2024
Q1 | – | Sell |
-6,340
| Closed | -$351K | – | 113 |
|
|
2023
Q4 | $351K | Buy |
+6,340
| New | +$351K | 0.13% | 131 |
|