Ausdal Financial Partners’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 | $4.51M | Buy |
79,328
+12,953
| +20% | +$736K | 0.3% | 78 |
|
2025
Q1 | $3.79M | Buy |
66,375
+7,097
| +12% | +$406K | 0.29% | 79 |
|
2024
Q4 | $3.41M | Buy |
59,278
+25,998
| +78% | +$1.5M | 0.29% | 84 |
|
2024
Q3 | $1.98M | Buy |
33,280
+3,392
| +11% | +$202K | 0.21% | 108 |
|
2024
Q2 | $1.69M | Buy |
29,888
+2,638
| +10% | +$150K | 0.18% | 120 |
|
2024
Q1 | $1.58M | Buy |
27,250
+1,801
| +7% | +$104K | 0.18% | 124 |
|
2023
Q4 | $1.4M | Sell |
25,449
-2,189
| -8% | -$120K | 0.17% | 129 |
|
2023
Q3 | $1.48M | Sell |
27,638
-326
| -1% | -$17.5K | 0.2% | 119 |
|
2023
Q2 | $1.55M | Buy |
27,964
+22,143
| +380% | +$1.23M | 0.21% | 113 |
|
2023
Q1 | $318K | Buy |
+5,821
| New | +$318K | 0.04% | 335 |
|