Dakota Wealth Management’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 | $960K | Sell |
16,892
-235
| -1% | -$13.4K | 0.02% | 389 |
|
|
2025
Q1 | $979K | Sell |
17,127
-88
| -0.5% | -$5.03K | 0.02% | 376 |
|
|
2024
Q4 | $990K | Sell |
17,215
-8,573
| -33% | -$493K | 0.02% | 364 |
|
|
2024
Q3 | $1.53M | Sell |
25,788
-5,869
| -19% | -$349K | 0.03% | 301 |
|
|
2024
Q2 | $1.79M | Sell |
31,657
-1,304
| -4% | -$73.9K | 0.04% | 274 |
|
|
2024
Q1 | $1.91M | Buy |
+32,961
| New | +$1.91M | 0.05% | 267 |
|