CPA
Clear Point Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
5,012
+110
| +2% | +$6.25K | 0.24% | 95 |
|
|
2025
Q1 | $280K | Sell |
4,902
-351
| -7% | -$20.1K | 0.25% | 91 |
|
|
2024
Q4 | $302K | Buy |
5,253
+697
| +15% | +$40.1K | 0.26% | 90 |
|
|
2024
Q3 | $271K | Buy |
4,556
+812
| +22% | +$48.3K | 0.21% | 97 |
|
|
2024
Q2 | $212K | Buy |
3,744
+39
| +1% | +$2.21K | 0.17% | 102 |
|
|
2024
Q1 | $214K | Buy |
3,705
+65
| +2% | +$3.76K | 0.18% | 103 |
|
|
2023
Q4 | $200K | Buy |
+3,640
| New | +$200K | 0.18% | 99 |
|