Annis Gardner Whiting Capital Advisors’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 | $1.73M | Buy |
30,465
+5,851
| +24% | +$333K | 0.6% | 30 |
|
|
2025
Q1 | $1.41M | Buy |
24,614
+994
| +4% | +$56.8K | 0.59% | 34 |
|
|
2024
Q4 | $1.37M | Buy |
23,620
+2,292
| +11% | +$133K | 0.38% | 49 |
|
|
2024
Q3 | $1.27M | Buy |
21,328
+2,827
| +15% | +$168K | 0.36% | 51 |
|
|
2024
Q2 | $1.05M | Buy |
18,501
+684
| +4% | +$38.8K | 0.3% | 60 |
|
|
2024
Q1 | $1.03M | Buy |
17,817
+3,763
| +27% | +$218K | 0.37% | 44 |
|
|
2023
Q4 | $779K | Buy |
14,054
+5,107
| +57% | +$283K | 0.34% | 56 |
|
|
2023
Q3 | $479K | Buy |
+8,947
| New | +$479K | 0.26% | 76 |
|