BOS Asset 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 | $286K | Buy |
5,035
+53
| +1% | +$3.01K | 0.09% | 140 |
|
|
2025
Q1 | $285K | Hold |
4,982
| – | – | 0.1% | 128 |
|
|
2024
Q4 | $287K | Buy |
4,982
+170
| +4% | +$9.78K | 0.1% | 121 |
|
|
2024
Q3 | $286K | Sell |
4,812
-226
| -4% | -$13.4K | 0.11% | 122 |
|
|
2024
Q2 | $286K | Sell |
5,038
-34
| -0.7% | -$1.93K | 0.13% | 117 |
|
|
2024
Q1 | $293K | Buy |
5,072
+34
| +0.7% | +$1.97K | 0.15% | 108 |
|
|
2023
Q4 | $277K | Hold |
5,038
| – | – | 0.19% | 119 |
|
|
2023
Q3 | $270K | Buy |
5,038
+36
| +0.7% | +$1.93K | 0.2% | 107 |
|
|
2023
Q2 | $277K | Buy |
5,002
+137
| +3% | +$7.58K | 0.22% | 95 |
|
|
2023
Q1 | $266K | Buy |
4,865
+911
| +23% | +$49.7K | 0.22% | 98 |
|
|
2022
Q4 | $215K | Buy |
+3,954
| New | +$215K | 0.19% | 114 |
|