Accurate 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
Q1 | – | Sell |
-3,740
| Closed | -$215K | – | 389 |
|
|
2024
Q4 | $215K | Buy |
+3,740
| New | +$215K | 0.04% | 356 |
|
|
2023
Q4 | – | Sell |
-4,257
| Closed | -$229K | – | 284 |
|
|
2023
Q3 | $229K | Buy |
+4,257
| New | +$229K | 0.07% | 233 |
|
|
2023
Q1 | – | Sell |
-1,665
| Closed | -$91.7K | – | 850 |
|
|
2022
Q4 | $91.7K | Buy |
+1,665
| New | +$91.7K | 0.03% | 322 |
|