DHJJ Financial Advisors’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 | $15.9K | Hold |
280
| – | – | 0.01% | 498 |
|
|
2025
Q1 | $16K | Sell |
280
-21
| -7% | -$1.2K | 0.01% | 457 |
|
|
2024
Q4 | $17.3K | Hold |
301
| – | – | 0.01% | 437 |
|
|
2024
Q3 | $17.9K | Buy |
301
+9
| +3% | +$536 | 0.01% | 421 |
|
|
2024
Q2 | $16.6K | Hold |
292
| – | – | 0.01% | 394 |
|
|
2024
Q1 | $16.9K | Hold |
292
| – | – | 0.01% | 383 |
|
|
2023
Q4 | $16.1K | Buy |
292
+2
| +0.7% | +$110 | 0.01% | 382 |
|
|
2023
Q3 | $15.5K | Buy |
+290
| New | +$15.5K | 0.01% | 384 |
|