Choate Investment 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 | $423K | Sell |
7,435
-1,858
| -20% | -$106K | 0.01% | 289 |
|
|
2025
Q1 | $531K | Buy |
9,293
+5,718
| +160% | +$327K | 0.01% | 249 |
|
|
2024
Q4 | $206K | Hold |
3,575
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $213K | Hold |
3,575
| – | – | 0.01% | 366 |
|
|
2024
Q2 | $203K | Hold |
3,575
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $207K | Buy |
+3,575
| New | +$207K | 0.01% | 389 |
|
|
2023
Q4 | – | Sell |
-3,575
| Closed | -$191K | – | 418 |
|
|
2023
Q3 | $191K | Hold |
3,575
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $198K | Buy |
+3,575
| New | +$198K | 0.01% | 286 |
|