Consolidated Portfolio Review Corp’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 | $1.2M | Buy |
21,178
+8,604
| +68% | +$489K | 0.17% | 137 |
|
|
2025
Q1 | $718K | Buy |
12,574
+901
| +8% | +$51.5K | 0.12% | 186 |
|
|
2024
Q4 | $672K | Buy |
11,673
+8,121
| +229% | +$467K | 0.11% | 196 |
|
|
2024
Q3 | $211K | Buy |
+3,552
| New | +$211K | 0.05% | 290 |
|
|
2023
Q4 | – | Sell |
-6,441
| Closed | -$345K | – | 311 |
|
|
2023
Q3 | $345K | Buy |
+6,441
| New | +$345K | 0.08% | 223 |
|