Atticus Wealth Management’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 | $438K | Buy |
7,711
+6,386
| +482% | +$363K | 0.12% | 97 |
|
|
2025
Q1 | $75.7K | Buy |
1,325
+24
| +2% | +$1.37K | 0.02% | 193 |
|
|
2024
Q4 | $74.9K | Buy |
1,301
+25
| +2% | +$1.44K | 0.02% | 194 |
|
|
2024
Q3 | $75.9K | Buy |
1,276
+23
| +2% | +$1.37K | 0.02% | 200 |
|
|
2024
Q2 | $71K | Buy |
1,253
+22
| +2% | +$1.25K | 0.02% | 200 |
|
|
2024
Q1 | $71.2K | Buy |
1,231
+23
| +2% | +$1.33K | 0.02% | 204 |
|
|
2023
Q4 | $66.4K | Buy |
1,208
+25
| +2% | +$1.38K | 0.02% | 216 |
|
|
2023
Q3 | $63.4K | Buy |
1,183
+21
| +2% | +$1.13K | 0.02% | 219 |
|
|
2023
Q2 | $64.3K | Buy |
1,162
+26
| +2% | +$1.44K | 0.02% | 232 |
|
|
2023
Q1 | $62.1K | Buy |
+1,136
| New | +$62.1K | 0.02% | 226 |
|