Bridgewealth Advisory Group’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 | $5.84M | Buy |
102,707
+71,472
| +229% | +$4.06M | 1.48% | 19 |
|
|
2025
Q1 | $1.78M | Sell |
31,235
-91,521
| -75% | -$5.23M | 2.35% | 13 |
|
|
2024
Q4 | $7.28M | Sell |
122,756
-13,661
| -10% | -$810K | 2.06% | 18 |
|
|
2024
Q3 | $8.12M | Buy |
136,417
+6,787
| +5% | +$404K | 2.95% | 10 |
|
|
2024
Q2 | $7.35M | Buy |
129,630
+14,384
| +12% | +$815K | 3.25% | 9 |
|
|
2024
Q1 | $6.67M | Buy |
115,246
+73,031
| +173% | +$4.23M | 3.26% | 10 |
|
|
2023
Q4 | $2.32M | Buy |
42,215
+17,849
| +73% | +$981K | 1.78% | 16 |
|
|
2023
Q3 | $1.31M | Buy |
24,366
+5,950
| +32% | +$319K | 1.6% | 15 |
|
|
2023
Q2 | $1.02M | Buy |
18,416
+7,702
| +72% | +$426K | 1.66% | 13 |
|
|
2023
Q1 | $585K | Buy |
+10,714
| New | +$585K | 1.08% | 20 |
|