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