Arkadios Wealth 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 | $4.53M | Buy |
79,710
+38,134
| +92% | +$2.17M | 0.13% | 173 |
|
|
2025
Q1 | $2.38M | Buy |
41,576
+12,191
| +41% | +$697K | 0.09% | 249 |
|
|
2024
Q4 | $1.69M | Sell |
29,385
-307
| -1% | -$17.7K | 0.09% | 213 |
|
|
2024
Q3 | $1.77M | Buy |
29,692
+3,680
| +14% | +$219K | 0.1% | 208 |
|
|
2024
Q2 | $1.47M | Sell |
26,012
-1,536
| -6% | -$87.1K | 0.1% | 210 |
|
|
2024
Q1 | $1.59M | Buy |
27,548
+528
| +2% | +$30.6K | 0.12% | 172 |
|
|
2023
Q4 | $1.49M | Buy |
27,020
+3,964
| +17% | +$218K | 0.13% | 167 |
|
|
2023
Q3 | $1.23M | Buy |
23,056
+5,034
| +28% | +$270K | 0.12% | 180 |
|
|
2023
Q2 | $997K | Buy |
18,022
+7,274
| +68% | +$402K | 0.12% | 187 |
|
|
2023
Q1 | $587K | Buy |
10,748
+4,489
| +72% | +$245K | 0.07% | 278 |
|
|
2022
Q4 | $341K | Buy |
+6,259
| New | +$341K | 0.05% | 370 |
|
|
2021
Q3 | – | Sell |
-305
| Closed | -$18K | – | 1957 |
|
|
2021
Q2 | $18K | Buy |
305
+5
| +2% | +$295 | ﹤0.01% | 1329 |
|
|
2021
Q1 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 1022 |
|