CFO4Life 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 | $9.07M | Sell |
159,564
-36,612
| -19% | -$2.08M | 1.42% | 18 |
|
|
2025
Q1 | $11.2M | Sell |
196,176
-382,077
| -66% | -$21.8M | 1.89% | 12 |
|
|
2024
Q4 | $33.3M | Buy |
578,253
+23,971
| +4% | +$1.38M | 5.84% | 3 |
|
|
2024
Q3 | $33M | Sell |
554,282
-19,930
| -3% | -$1.19M | 5.84% | 3 |
|
|
2024
Q2 | $32.5M | Buy |
574,212
+5,695
| +1% | +$323K | 6.12% | 3 |
|
|
2024
Q1 | $32.9M | Buy |
568,517
+35,683
| +7% | +$2.06M | 5.97% | 3 |
|
|
2023
Q4 | $29.3M | Buy |
532,834
+9,859
| +2% | +$542K | 5.59% | 3 |
|
|
2023
Q3 | $28M | Buy |
522,975
+25,820
| +5% | +$1.38M | 6.47% | 3 |
|
|
2023
Q2 | $27.5M | Buy |
497,155
+24,217
| +5% | +$1.34M | 5.9% | 4 |
|
|
2023
Q1 | $25.8M | Buy |
+472,938
| New | +$25.8M | 5.87% | 4 |
|