Archford Capital Strategies’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 | $2.8M | Buy |
49,254
+2,800
| +6% | +$159K | 0.36% | 68 |
|
|
2025
Q1 | $2.65M | Buy |
46,454
+37,177
| +401% | +$2.12M | 0.39% | 69 |
|
|
2024
Q4 | $534K | Buy |
9,277
+4,842
| +109% | +$279K | 0.08% | 175 |
|
|
2024
Q3 | $265K | Sell |
4,435
-709
| -14% | -$42.3K | 0.04% | 227 |
|
|
2024
Q2 | $292K | Buy |
5,144
+3
| +0.1% | +$170 | 0.05% | 218 |
|
|
2024
Q1 | $297K | Buy |
+5,141
| New | +$297K | 0.05% | 219 |
|
|
2023
Q3 | – | Sell |
-41,177
| Closed | -$2.3M | – | 276 |
|
|
2023
Q2 | $2.3M | Buy |
41,177
+1,111
| +3% | +$62.1K | 0.44% | 57 |
|
|
2023
Q1 | $2.18M | Buy |
40,066
+9,618
| +32% | +$522K | 0.45% | 48 |
|
|
2022
Q4 | $1.66M | Buy |
+30,448
| New | +$1.66M | 0.38% | 67 |
|