Alliance Wealth Advisors (Pennsylvania)’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 | $744K | Buy |
13,090
+261
| +2% | +$14.8K | 0.38% | 44 |
|
|
2025
Q1 | $733K | Buy |
12,829
+220
| +2% | +$12.6K | 0.42% | 41 |
|
|
2024
Q4 | $725K | Buy |
12,609
+144
| +1% | +$8.28K | 0.41% | 45 |
|
|
2024
Q3 | $742K | Sell |
12,465
-7
| -0.1% | -$417 | 0.42% | 46 |
|
|
2024
Q2 | $707K | Buy |
12,472
+57
| +0.5% | +$3.23K | 0.44% | 45 |
|
|
2024
Q1 | $718K | Sell |
12,415
-125
| -1% | -$7.23K | 0.45% | 41 |
|
|
2023
Q4 | $689K | Sell |
12,540
-1,519
| -11% | -$83.5K | 0.46% | 40 |
|
|
2023
Q3 | $753K | Buy |
14,059
+622
| +5% | +$33.3K | 0.54% | 39 |
|
|
2023
Q2 | $743K | Buy |
13,437
+426
| +3% | +$23.6K | 0.53% | 41 |
|
|
2023
Q1 | $710K | Buy |
+13,011
| New | +$710K | 0.53% | 41 |
|