BFSG 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 | $201K | Buy |
3,543
+90
| +3% | +$5.12K | 0.02% | 252 |
|
|
2025
Q1 | $197K | Buy |
3,453
+15
| +0.4% | +$857 | 0.02% | 238 |
|
|
2024
Q4 | $198K | Sell |
3,438
-1,151
| -25% | -$66.2K | 0.02% | 238 |
|
|
2024
Q3 | $273K | Hold |
4,589
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $260K | Buy |
4,589
+355
| +8% | +$20.1K | 0.03% | 208 |
|
|
2024
Q1 | $245K | Sell |
4,234
-123
| -3% | -$7.12K | 0.03% | 215 |
|
|
2023
Q4 | $240K | Sell |
4,357
-815
| -16% | -$44.8K | 0.03% | 218 |
|
|
2023
Q3 | $277K | Buy |
5,172
+400
| +8% | +$21.4K | 0.05% | 204 |
|
|
2023
Q2 | $264K | Buy |
+4,772
| New | +$264K | 0.04% | 200 |
|