Carolinas Wealth Consulting’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 | – | Sell |
-271
| Closed | -$15.5K | – | 496 |
|
|
2025
Q1 | $15.5K | Hold |
271
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $15.7K | Hold |
271
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $16.1K | Hold |
271
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $15.4K | Hold |
271
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $15.7K | Buy |
+271
| New | +$15.7K | ﹤0.01% | 506 |
|
|
2023
Q2 | – | Sell |
-1,390
| Closed | -$75.9K | – | 1093 |
|
|
2023
Q1 | $75.9K | Buy |
1,390
+1,190
| +595% | +$65K | 0.02% | 301 |
|
|
2022
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 606 |
|