Coordinated Financial Services’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
$1.57M Sell
27,598
-888
-3% -$50.5K 1.09% 21
2025
Q1
$1.63M Buy
28,486
+1,554
+6% +$88.8K 1.25% 18
2024
Q4
$1.55M Buy
+26,932
New +$1.55M 1.21% 19
2024
Q2
$1.36M Buy
24,010
+3,779
+19% +$214K 1.16% 21
2024
Q1
$1.17M Buy
+20,231
New +$1.17M 1.02% 25