Destiny 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 | $6.97M | Buy |
122,671
+3,326
| +3% | +$189K | 0.94% | 38 |
|
|
2025
Q1 | $6.82M | Buy |
119,345
+4,946
| +4% | +$283K | 1.08% | 31 |
|
|
2024
Q4 | $6.58M | Buy |
114,399
+5,395
| +5% | +$310K | 1.08% | 33 |
|
|
2024
Q3 | $6.49M | Buy |
109,004
+5,177
| +5% | +$308K | 1.14% | 31 |
|
|
2024
Q2 | $5.88M | Sell |
103,827
-327
| -0.3% | -$18.5K | 1.06% | 32 |
|
|
2024
Q1 | $6.03M | Buy |
104,154
+5,047
| +5% | +$292K | 1.08% | 37 |
|
|
2023
Q4 | $5.43M | Buy |
99,107
+3,580
| +4% | +$196K | 1.02% | 38 |
|
|
2023
Q3 | $5.12M | Buy |
95,527
+9,108
| +11% | +$488K | 1.03% | 37 |
|
|
2023
Q2 | $4.83M | Buy |
86,419
+5,805
| +7% | +$324K | 0.92% | 38 |
|
|
2023
Q1 | $4.4M | Buy |
80,614
+12,161
| +18% | +$664K | 0.91% | 36 |
|
|
2022
Q4 | $3.73M | Sell |
68,453
-5,569
| -8% | -$303K | 0.81% | 40 |
|
|
2022
Q3 | $3.79M | Sell |
74,022
-1,381
| -2% | -$70.7K | 0.85% | 41 |
|
|
2022
Q2 | $4.18M | Sell |
75,403
-2,913
| -4% | -$162K | 0.92% | 38 |
|
|
2022
Q1 | $4.81M | Buy |
+78,316
| New | +$4.81M | 0.94% | 38 |
|