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Crewe 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 | $2.03M | Buy |
35,789
+2,052
| +6% | +$117K | 0.29% | 41 |
|
|
2025
Q1 | $1.93M | Buy |
33,737
+2,172
| +7% | +$124K | 0.27% | 38 |
|
|
2024
Q4 | $1.82M | Buy |
31,565
+2,347
| +8% | +$135K | 0.25% | 40 |
|
|
2024
Q3 | $1.74M | Sell |
29,218
-366
| -1% | -$21.8K | 0.2% | 41 |
|
|
2024
Q2 | $1.68M | Buy |
29,584
+6,652
| +29% | +$377K | 0.19% | 52 |
|
|
2024
Q1 | $1.33M | Buy |
22,932
+4,249
| +23% | +$246K | 0.15% | 56 |
|
|
2023
Q4 | $1.03M | Sell |
18,683
-9,055
| -33% | -$498K | 0.16% | 36 |
|
|
2023
Q3 | $1.49M | Buy |
27,738
+7,576
| +38% | +$406K | 0.26% | 31 |
|
|
2023
Q2 | $1.12M | Buy |
20,162
+11,110
| +123% | +$615K | 0.16% | 50 |
|
|
2023
Q1 | $494K | Sell |
9,052
-13
| -0.1% | -$710 | 0.07% | 86 |
|
|
2022
Q4 | $494K | Buy |
9,065
+3,671
| +68% | +$200K | 0.08% | 80 |
|
|
2022
Q3 | $276K | Buy |
5,394
+1,772
| +49% | +$90.7K | 0.05% | 112 |
|
|
2022
Q2 | $201K | Buy |
+3,622
| New | +$201K | 0.04% | 129 |
|