Baron Silver Stevens Financial Advisors’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 | $367K | Sell |
6,447
-30,226
| -82% | -$1.72M | 0.06% | 94 |
|
|
2025
Q1 | $2.1M | Sell |
36,673
-4,079
| -10% | -$233K | 0.37% | 36 |
|
|
2024
Q4 | $2.34M | Sell |
40,752
-2,543
| -6% | -$146K | 0.4% | 35 |
|
|
2024
Q3 | $2.58M | Sell |
43,295
-2,466
| -5% | -$147K | 0.45% | 31 |
|
|
2024
Q2 | $2.59M | Sell |
45,761
-909
| -2% | -$51.5K | 0.49% | 30 |
|
|
2024
Q1 | $2.7M | Buy |
46,670
+4,231
| +10% | +$245K | 0.52% | 30 |
|
|
2023
Q4 | $2.33M | Sell |
42,439
-11,901
| -22% | -$654K | 0.49% | 31 |
|
|
2023
Q3 | $2.91M | Buy |
54,340
+22,491
| +71% | +$1.2M | 0.66% | 25 |
|
|
2023
Q2 | $1.76M | Buy |
31,849
+7,907
| +33% | +$437K | 0.39% | 31 |
|
|
2023
Q1 | $1.31M | Buy |
23,942
+1,900
| +9% | +$104K | 0.34% | 34 |
|
|
2022
Q4 | $1.2M | Buy |
22,042
+5,440
| +33% | +$296K | 0.3% | 35 |
|
|
2022
Q3 | $96 | Buy |
16,602
+12,480
| +303% | +$72 | 0.03% | 92 |
|
|
2022
Q2 | $228K | Buy |
+4,122
| New | +$228K | 0.06% | 94 |
|