Accel 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 | $439K | Sell |
7,716
-250
| -3% | -$14.2K | 0.15% | 151 |
|
|
2025
Q1 | $455K | Sell |
7,966
-3,836
| -33% | -$219K | 0.16% | 131 |
|
|
2024
Q4 | $679K | Sell |
11,802
-1,792
| -13% | -$103K | 0.26% | 97 |
|
|
2024
Q3 | $809K | Sell |
13,594
-431
| -3% | -$25.6K | 0.3% | 80 |
|
|
2024
Q2 | $795K | Sell |
14,025
-1,955
| -12% | -$111K | 0.32% | 77 |
|
|
2024
Q1 | $925K | Sell |
15,980
-434
| -3% | -$25.1K | 0.39% | 66 |
|
|
2023
Q4 | $902K | Sell |
16,414
-637
| -4% | -$35K | 0.45% | 63 |
|
|
2023
Q3 | $913K | Sell |
17,051
-173
| -1% | -$9.27K | 0.51% | 59 |
|
|
2023
Q2 | $953K | Sell |
17,224
-424
| -2% | -$23.5K | 0.52% | 58 |
|
|
2023
Q1 | $964K | Sell |
17,648
-12
| -0.1% | -$655 | 0.39% | 65 |
|
|
2022
Q4 | $962K | Sell |
17,660
-1,823
| -9% | -$99.3K | 0.46% | 56 |
|
|
2022
Q3 | $1.03M | Buy |
19,483
+399
| +2% | +$21.1K | 0.55% | 53 |
|
|
2022
Q2 | $1.06M | Hold |
19,084
| – | – | 0.61% | 50 |
|
|
2022
Q1 | $1.16M | Buy |
19,084
+4,380
| +30% | +$267K | 0.6% | 47 |
|
|
2021
Q4 | $929K | Buy |
+14,704
| New | +$929K | 0.46% | 52 |
|