Avantax Planning 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 | $20.4M | Sell |
359,425
-2,802
| -0.8% | -$159K | 0.65% | 26 |
|
|
2025
Q1 | $20.7M | Buy |
362,227
+18,174
| +5% | +$1.04M | 0.73% | 24 |
|
|
2024
Q4 | $19.8M | Buy |
344,053
+6,334
| +2% | +$364K | 0.71% | 25 |
|
|
2024
Q3 | $20.1M | Sell |
337,719
-85,551
| -20% | -$5.09M | 0.72% | 24 |
|
|
2024
Q2 | $24M | Buy |
423,270
+137,698
| +48% | +$7.8M | 0.77% | 22 |
|
|
2024
Q1 | $16.5M | Buy |
285,572
+81,200
| +40% | +$4.7M | 0.54% | 30 |
|
|
2023
Q4 | $11.2M | Sell |
204,372
-28,279
| -12% | -$1.55M | 0.43% | 34 |
|
|
2023
Q3 | $12.5M | Buy |
+232,651
| New | +$12.5M | 0.52% | 30 |
|