BFA
Beaumont Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
38,134
-13,949
| -27% | -$793K | 0.16% | 83 |
|
|
2025
Q1 | $2.98M | Buy |
52,083
+193
| +0.4% | +$11K | 0.23% | 71 |
|
|
2024
Q4 | $2.99M | Sell |
51,890
-803
| -2% | -$46.2K | 0.22% | 70 |
|
|
2024
Q3 | $3.14M | Sell |
52,693
-1,411
| -3% | -$84K | 0.25% | 64 |
|
|
2024
Q2 | $3.07M | Sell |
54,104
-2,495
| -4% | -$141K | 0.25% | 67 |
|
|
2024
Q1 | $3.27M | Sell |
56,599
-224,094
| -80% | -$13M | 0.27% | 59 |
|
|
2023
Q4 | $15.4M | Sell |
280,693
-30,790
| -10% | -$1.69M | 1.41% | 24 |
|
|
2023
Q3 | $16.7M | Buy |
311,483
+1,222
| +0.4% | +$65.5K | 1.67% | 17 |
|
|
2023
Q2 | $17.2M | Buy |
310,261
+271,711
| +705% | +$15M | 1.59% | 21 |
|
|
2023
Q1 | $2.1M | Sell |
38,550
-367,428
| -91% | -$20.1M | 0.21% | 63 |
|
|
2022
Q4 | $22.1M | Buy |
+405,978
| New | +$22.1M | 2.22% | 9 |
|