Clarity Wealth 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 | $3.42M | Buy |
60,142
+3,272
| +6% | +$186K | 0.84% | 32 |
|
|
2025
Q1 | $3.25M | Buy |
56,870
+1,182
| +2% | +$67.5K | 0.9% | 32 |
|
|
2024
Q4 | $3.2M | Buy |
55,688
+401
| +0.7% | +$23.1K | 0.87% | 32 |
|
|
2024
Q3 | $3.29M | Buy |
55,287
+360
| +0.7% | +$21.4K | 0.96% | 30 |
|
|
2024
Q2 | $3.11M | Buy |
54,927
+1,067
| +2% | +$60.5K | 1.01% | 31 |
|
|
2024
Q1 | $3.12M | Buy |
53,860
+4,576
| +9% | +$265K | 1.05% | 30 |
|
|
2023
Q4 | $2.71M | Buy |
49,284
+6,457
| +15% | +$355K | 1.02% | 29 |
|
|
2023
Q3 | $2.29M | Buy |
42,827
+104
| +0.2% | +$5.57K | 1.04% | 27 |
|
|
2023
Q2 | $2.36M | Buy |
42,723
+12,590
| +42% | +$697K | 1.06% | 27 |
|
|
2023
Q1 | $1.65M | Buy |
30,133
+14,014
| +87% | +$765K | 0.84% | 27 |
|
|
2022
Q4 | $878K | Buy |
16,119
+1,059
| +7% | +$57.7K | 0.51% | 33 |
|
|
2022
Q3 | $771K | Sell |
15,060
-650
| -4% | -$33.3K | 0.46% | 34 |
|
|
2022
Q2 | $871K | Buy |
15,710
+6,400
| +69% | +$355K | 0.5% | 34 |
|
|
2022
Q1 | $571K | Buy |
9,310
+5,703
| +158% | +$350K | 0.27% | 42 |
|
|
2021
Q4 | $227K | Buy |
+3,607
| New | +$227K | 0.11% | 64 |
|