Cascade Financial 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 | $527K | Buy |
9,264
+2
| +0% | +$114 | 0.06% | 161 |
|
|
2025
Q1 | $529K | Buy |
9,262
+1
| +0% | +$57 | 0.07% | 151 |
|
|
2024
Q4 | $533K | Buy |
9,261
+1
| +0% | +$58 | 0.07% | 137 |
|
|
2024
Q3 | $552K | Buy |
9,260
+2
| +0% | +$119 | 0.07% | 134 |
|
|
2024
Q2 | $525K | Buy |
9,258
+1
| +0% | +$57 | 0.07% | 133 |
|
|
2024
Q1 | $520K | Buy |
+9,257
| New | +$520K | 0.08% | 131 |
|