CRA 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 | $336K | Buy |
5,907
+200
| +4% | +$11.4K | 0.05% | 206 |
|
|
2025
Q1 | $326K | Hold |
5,707
| – | – | 0.06% | 195 |
|
|
2024
Q4 | $328K | Buy |
5,707
+135
| +2% | +$7.77K | 0.06% | 191 |
|
|
2024
Q3 | $332K | Buy |
5,572
+100
| +2% | +$5.95K | 0.06% | 181 |
|
|
2024
Q2 | $310K | Buy |
5,472
+1,410
| +35% | +$79.9K | 0.06% | 180 |
|
|
2024
Q1 | $235K | Sell |
4,062
-310
| -7% | -$17.9K | 0.05% | 216 |
|
|
2023
Q4 | $240K | Sell |
4,372
-300
| -6% | -$16.5K | 0.06% | 191 |
|
|
2023
Q3 | $250K | Buy |
4,672
+728
| +18% | +$39K | 0.07% | 174 |
|
|
2023
Q2 | $218K | Buy |
+3,944
| New | +$218K | 0.06% | 190 |
|