Bouvel Investment Partners’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 | $8.07M | Sell |
142,025
-36,815
| -21% | -$2.09M | 2.73% | 9 |
|
|
2025
Q1 | $10.6M | Buy |
178,840
+2,154
| +1% | +$128K | 4% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
176,686
-2,154
| -1% | -$124K | 3.66% | 4 |
|
|
2024
Q3 | $10.6M | Buy |
178,840
+279
| +0.2% | +$16.6K | 4% | 3 |
|
|
2024
Q2 | $10.1M | Buy |
178,561
+1,292
| +0.7% | +$73.2K | 3.92% | 4 |
|
|
2024
Q1 | $10.3M | Sell |
177,269
-6,633
| -4% | -$384K | 4.43% | 1 |
|
|
2023
Q4 | $10.1M | Sell |
183,902
-2,405
| -1% | -$132K | 4.72% | 1 |
|
|
2023
Q3 | $9.98M | Sell |
186,307
-1,129
| -0.6% | -$60.5K | 5.39% | 1 |
|
|
2023
Q2 | $10.4M | Sell |
187,436
-2,966
| -2% | -$164K | 5.68% | 1 |
|
|
2023
Q1 | $10.4M | Buy |
190,402
+129
| +0.1% | +$7.04K | 6.07% | 2 |
|
|
2022
Q4 | $10.4M | Sell |
190,273
-20
| -0% | -$1.09K | 6.69% | 2 |
|
|
2022
Q3 | $9.75M | Buy |
+190,293
| New | +$9.75M | 6.5% | 2 |
|