Cyndeo Wealth Partners’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 | $1.04M | Buy |
18,287
+101
| +0.6% | +$5.74K | 0.06% | 224 |
|
|
2025
Q1 | $1.04M | Hold |
18,186
| – | – | 0.07% | 210 |
|
|
2024
Q4 | $1.05M | Sell |
18,186
-124
| -0.7% | -$7.13K | 0.07% | 211 |
|
|
2024
Q3 | $1.09M | Sell |
18,310
-516
| -3% | -$30.7K | 0.08% | 209 |
|
|
2024
Q2 | $1.07M | Buy |
18,826
+1,629
| +9% | +$92.3K | 0.08% | 204 |
|
|
2024
Q1 | $995K | Buy |
17,197
+2,727
| +19% | +$158K | 0.08% | 200 |
|
|
2023
Q4 | $796K | Hold |
14,470
| – | – | 0.07% | 207 |
|
|
2023
Q3 | $775K | Hold |
14,470
| – | – | 0.08% | 191 |
|
|
2023
Q2 | $801K | Buy |
14,470
+6,122
| +73% | +$339K | 0.08% | 185 |
|
|
2023
Q1 | $456K | Hold |
8,348
| – | – | 0.05% | 224 |
|
|
2022
Q4 | $455K | Buy |
+8,348
| New | +$455K | 0.05% | 226 |
|