49 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 | $6.57M | Sell |
115,510
-19,850
| -15% | -$1.13M | 0.7% | 23 |
|
|
2025
Q1 | $7.73M | Sell |
135,360
-4,997
| -4% | -$286K | 0.93% | 20 |
|
|
2024
Q4 | $8.07M | Sell |
140,357
-40,792
| -23% | -$2.35M | 1.15% | 18 |
|
|
2024
Q3 | $10.8M | Sell |
181,149
-498,262
| -73% | -$29.7M | 1.76% | 15 |
|
|
2024
Q2 | $38.1M | Buy |
679,411
+207,834
| +44% | +$11.7M | 7.52% | 2 |
|
|
2024
Q1 | $27M | Sell |
471,577
-3,156
| -0.7% | -$181K | 5.79% | 4 |
|
|
2023
Q4 | $26.1M | Buy |
+474,733
| New | +$26.1M | 6.71% | 2 |
|