Caitlin John’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 | $244K | Buy |
4,293
+195
| +5% | +$11.1K | 0.22% | 110 |
|
|
2025
Q1 | $234K | Buy |
4,098
+1,457
| +55% | +$83.3K | 0.23% | 116 |
|
|
2024
Q4 | $152K | Buy |
2,641
+17
| +0.6% | +$978 | 0.1% | 139 |
|
|
2024
Q3 | $157K | Buy |
2,624
+76
| +3% | +$4.56K | 0.1% | 142 |
|
|
2024
Q2 | $144K | Buy |
2,548
+32
| +1% | +$1.81K | 0.1% | 138 |
|
|
2024
Q1 | $146K | Buy |
2,516
+227
| +10% | +$13.1K | 0.11% | 130 |
|
|
2023
Q4 | $127K | Buy |
+2,289
| New | +$127K | 0.1% | 129 |
|