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Bellwether 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 | $1.1M | Hold |
19,393
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $1.11M | Hold |
19,393
| – | – | 0.23% | 63 |
|
|
2024
Q4 | $1.12M | Hold |
19,393
| – | – | 0.2% | 66 |
|
|
2024
Q3 | $1.15M | Hold |
19,393
| – | – | 0.22% | 64 |
|
|
2024
Q2 | $1.1M | Hold |
19,393
| – | – | 0.23% | 68 |
|
|
2024
Q1 | $1.12M | Sell |
19,393
-32
| -0.2% | -$1.85K | 0.25% | 70 |
|
|
2023
Q4 | $1.07M | Hold |
19,425
| – | – | 0.26% | 63 |
|
|
2023
Q3 | $1.04M | Sell |
19,425
-2,371
| -11% | -$127K | 0.28% | 66 |
|
|
2023
Q2 | $1.21M | Hold |
21,796
| – | – | 0.35% | 46 |
|
|
2023
Q1 | $1.19M | Buy |
21,796
+5,676
| +35% | +$310K | 0.33% | 62 |
|
|
2022
Q4 | $878K | Buy |
16,120
+11,635
| +259% | +$634K | 0.26% | 67 |
|
|
2022
Q3 | $229K | Buy |
+4,485
| New | +$229K | 0.08% | 99 |
|