Diversified Portfolios Inc’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 | $915K | Buy |
16,104
+1,997
| +14% | +$114K | 0.09% | 87 |
|
|
2025
Q1 | $806K | Buy |
14,107
+249
| +2% | +$14.2K | 0.08% | 87 |
|
|
2024
Q4 | $797K | Buy |
13,858
+388
| +3% | +$22.3K | 0.09% | 86 |
|
|
2024
Q3 | $802K | Buy |
13,470
+1,200
| +10% | +$71.4K | 0.09% | 83 |
|
|
2024
Q2 | $695K | Buy |
12,270
+600
| +5% | +$34K | 0.09% | 89 |
|
|
2024
Q1 | $675K | Buy |
11,670
+3,119
| +36% | +$180K | 0.1% | 81 |
|
|
2023
Q4 | $470K | Buy |
8,551
+335
| +4% | +$18.4K | 0.07% | 95 |
|
|
2023
Q3 | $440K | Buy |
8,216
+3,955
| +93% | +$212K | 0.08% | 90 |
|
|
2023
Q2 | $236K | Buy |
+4,261
| New | +$236K | 0.05% | 117 |
|