Abound 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 | $23.2K | Sell |
409
-4
| -1% | -$227 | 0.01% | 306 |
|
|
2025
Q1 | $23.6K | Sell |
413
-681
| -62% | -$38.9K | 0.01% | 272 |
|
|
2024
Q4 | $62.9K | Buy |
1,094
+1,017
| +1,321% | +$58.5K | 0.02% | 152 |
|
|
2024
Q3 | $4.58K | Buy |
+77
| New | +$4.58K | ﹤0.01% | 559 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$1.51K | – | 1242 |
|
|
2024
Q1 | $1.51K | Sell |
26
-29
| -53% | -$1.68K | ﹤0.01% | 711 |
|
|
2023
Q4 | $3.02K | Buy |
+55
| New | +$3.02K | ﹤0.01% | 602 |
|
|
2023
Q3 | – | Sell |
-841
| Closed | -$46.5K | – | 1194 |
|
|
2023
Q2 | $46.5K | Buy |
+841
| New | +$46.5K | 0.02% | 138 |
|