BOK Financial Private Wealth’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 | $1.53M | Sell |
26,874
-1,829
| -6% | -$104K | 0.1% | 72 |
|
|
2025
Q1 | $1.64M | Buy |
28,703
+5,827
| +25% | +$333K | 0.12% | 68 |
|
|
2024
Q4 | $1.33M | Sell |
22,876
-3,043
| -12% | -$176K | 0.1% | 87 |
|
|
2024
Q3 | $1.54M | Buy |
25,919
+1,653
| +7% | +$98.4K | 0.11% | 81 |
|
|
2024
Q2 | $1.38M | Buy |
24,266
+9,881
| +69% | +$560K | 0.1% | 92 |
|
|
2024
Q1 | $832K | Buy |
14,385
+13,635
| +1,818% | +$789K | 0.06% | 109 |
|
|
2023
Q4 | $41.6K | Buy |
750
+600
| +400% | +$33.2K | ﹤0.01% | 264 |
|
|
2023
Q3 | $8.03K | Buy |
+150
| New | +$8.03K | ﹤0.01% | 326 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$13.7K | – | 415 |
|
|
2023
Q1 | $13.7K | Buy |
+250
| New | +$13.7K | ﹤0.01% | 331 |
|