Darden Wealth Group’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 | $668K | Sell |
11,750
-2,500
| -18% | -$142K | 0.4% | 58 |
|
|
2025
Q1 | $814K | Buy |
14,250
+100
| +0.7% | +$5.71K | 0.63% | 43 |
|
|
2024
Q4 | $814K | Buy |
14,150
+1,350
| +11% | +$77.7K | 0.55% | 44 |
|
|
2024
Q3 | $762K | Buy |
12,800
+3,650
| +40% | +$217K | 0.55% | 46 |
|
|
2024
Q2 | $519K | Buy |
9,150
+200
| +2% | +$11.3K | 0.31% | 56 |
|
|
2024
Q1 | $518K | Buy |
8,950
+350
| +4% | +$20.3K | 0.41% | 62 |
|
|
2023
Q4 | $477K | Buy |
+8,600
| New | +$477K | 0.46% | 57 |
|