Centerpoint Advisors’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 | $55K | Buy |
966
+24
| +3% | +$1.37K | 0.02% | 154 |
|
|
2025
Q1 | $54K | Buy |
942
+91
| +11% | +$5.22K | 0.02% | 157 |
|
|
2024
Q4 | $49K | Buy |
851
+16
| +2% | +$921 | 0.02% | 179 |
|
|
2024
Q3 | $50K | Buy |
835
+85
| +11% | +$5.09K | 0.02% | 174 |
|
|
2024
Q2 | $43K | Buy |
+750
| New | +$43K | 0.02% | 189 |
|
|
2024
Q1 | – | Sell |
-850
| Closed | -$47K | – | 443 |
|
|
2023
Q4 | $47K | Hold |
850
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $46K | Hold |
850
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $47K | Hold |
850
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $46K | Buy |
850
+825
| +3,300% | +$44.6K | 0.02% | 165 |
|
|
2022
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 448 |
|