BKM 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 | $1.85M | Buy |
32,609
+1,114
| +4% | +$63.3K | 0.72% | 43 |
|
|
2025
Q1 | $1.8M | Buy |
31,495
+708
| +2% | +$40.5K | 0.74% | 42 |
|
|
2024
Q4 | $1.77M | Buy |
30,787
+875
| +3% | +$50.3K | 0.73% | 40 |
|
|
2024
Q3 | $1.78M | Sell |
29,912
-1,449
| -5% | -$86.2K | 0.72% | 38 |
|
|
2024
Q2 | $1.78M | Buy |
31,361
+147
| +0.5% | +$8.33K | 0.85% | 34 |
|
|
2024
Q1 | $1.81M | Sell |
31,214
-463
| -1% | -$26.8K | 0.78% | 36 |
|
|
2023
Q4 | $1.74M | Buy |
+31,677
| New | +$1.74M | 0.74% | 30 |
|