Apexium Financial’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 | $13.6M | Buy |
239,190
+59,818
| +33% | +$3.4M | 0.72% | 22 |
|
|
2025
Q1 | $10.2M | Buy |
179,372
+85,353
| +91% | +$4.88M | 0.61% | 28 |
|
|
2024
Q4 | $5.44M | Buy |
94,019
+55,018
| +141% | +$3.18M | 0.33% | 42 |
|
|
2024
Q3 | $2.32M | Buy |
39,001
+12,562
| +48% | +$748K | 0.15% | 59 |
|
|
2024
Q2 | $1.5M | Buy |
26,439
+1,002
| +4% | +$56.8K | 0.11% | 69 |
|
|
2024
Q1 | $1.47M | Sell |
25,437
-45,638
| -64% | -$2.64M | 0.11% | 76 |
|
|
2023
Q4 | $3.91M | Buy |
71,075
+39,657
| +126% | +$2.18M | 0.28% | 48 |
|
|
2023
Q3 | $1.68M | Buy |
31,418
+376
| +1% | +$20.1K | 0.17% | 61 |
|
|
2023
Q2 | $1.72M | Buy |
31,042
+321
| +1% | +$17.8K | 0.15% | 62 |
|
|
2023
Q1 | $1.68M | Buy |
30,721
+3,829
| +14% | +$209K | 0.16% | 63 |
|
|
2022
Q4 | $1.48M | Buy |
26,892
+5,394
| +25% | +$296K | 0.15% | 67 |
|
|
2022
Q3 | $1.1M | Buy |
+21,498
| New | +$1.1M | 0.14% | 70 |
|