Betterment LLC’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 | $1.18M | Buy |
20,660
+7,148
| +53% | +$407K | ﹤0.01% | 262 |
|
|
2025
Q1 | $772K | Sell |
13,512
-1,592
| -11% | -$91K | ﹤0.01% | 287 |
|
|
2024
Q4 | $869K | Buy |
15,104
+8,125
| +116% | +$467K | ﹤0.01% | 266 |
|
|
2024
Q3 | $415K | Buy |
6,979
+1,776
| +34% | +$106K | ﹤0.01% | 332 |
|
|
2024
Q2 | $295K | Buy |
5,203
+84
| +2% | +$4.76K | ﹤0.01% | 345 |
|
|
2024
Q1 | $296K | Buy |
5,119
+639
| +14% | +$36.9K | ﹤0.01% | 312 |
|
|
2023
Q4 | $246K | Sell |
4,480
-2,921
| -39% | -$160K | ﹤0.01% | 292 |
|
|
2023
Q3 | $396K | Buy |
7,401
+465
| +7% | +$24.9K | ﹤0.01% | 233 |
|
|
2023
Q2 | $384K | Buy |
+6,936
| New | +$384K | ﹤0.01% | 221 |
|