Beaird Harris 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 | $147K | Hold |
2,594
| – | – | 0.01% | 147 |
|
|
2025
Q1 | $148K | Hold |
2,594
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $149K | Hold |
2,594
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $154K | Hold |
2,594
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $147K | Buy |
2,594
+1,934
| +293% | +$110K | 0.01% | 141 |
|
|
2024
Q1 | $38.2K | Buy |
+660
| New | +$38.2K | ﹤0.01% | 220 |
|
|
2022
Q1 | – | Sell |
-101
| Closed | -$6K | – | 660 |
|
|
2021
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 452 |
|