Chicago Partners Investment 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 | $16.9M | Buy |
295,314
+33,034
| +13% | +$1.89M | 0.49% | 47 |
|
|
2025
Q1 | $14.6M | Buy |
262,280
+38,418
| +17% | +$2.14M | 0.49% | 46 |
|
|
2024
Q4 | $13M | Buy |
223,862
+218,627
| +4,176% | +$12.7M | 0.43% | 52 |
|
|
2024
Q3 | $312K | Sell |
5,235
-3,175
| -38% | -$189K | 0.01% | 613 |
|
|
2024
Q2 | $480K | Sell |
8,410
-63
| -0.7% | -$3.59K | 0.02% | 477 |
|
|
2024
Q1 | $478K | Buy |
8,473
+4,603
| +119% | +$259K | 0.02% | 463 |
|
|
2023
Q4 | $215K | Buy |
+3,870
| New | +$215K | 0.01% | 635 |
|