CIA
Concurrent Investment 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 | $8.59M | Buy |
151,033
+38,186
| +34% | +$2.17M | 0.17% | 134 |
|
|
2025
Q1 | $6.45M | Buy |
112,847
+20,156
| +22% | +$1.15M | 0.16% | 139 |
|
|
2024
Q4 | $5.33M | Buy |
92,691
+20,260
| +28% | +$1.17M | 0.14% | 148 |
|
|
2024
Q3 | $4.31M | Buy |
72,431
+15,737
| +28% | +$937K | 0.13% | 168 |
|
|
2024
Q2 | $3.21M | Buy |
56,694
+8,204
| +17% | +$465K | 0.11% | 200 |
|
|
2024
Q1 | $2.81M | Buy |
48,490
+4,321
| +10% | +$250K | 0.11% | 187 |
|
|
2023
Q4 | $2.43M | Buy |
+44,169
| New | +$2.43M | 0.11% | 195 |
|