Atlantic Private Wealth’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 | $400K | Hold |
7,043
| – | – | 0.27% | 34 |
|
|
2025
Q1 | $402K | Hold |
7,043
| – | – | 0.3% | 41 |
|
|
2024
Q4 | $405K | Hold |
7,043
| – | – | 0.31% | 31 |
|
|
2024
Q3 | $419K | Buy |
7,043
+500
| +8% | +$29.8K | 0.32% | 28 |
|
|
2024
Q2 | $371K | Hold |
6,543
| – | – | 0.3% | 28 |
|
|
2024
Q1 | $379K | Hold |
6,543
| – | – | 0.31% | 28 |
|
|
2023
Q4 | $360K | Hold |
6,543
| – | – | 0.32% | 27 |
|
|
2023
Q3 | $350K | Hold |
6,543
| – | – | 0.35% | 24 |
|
|
2023
Q2 | $362K | Buy |
+6,543
| New | +$362K | 0.37% | 23 |
|