DAS
Diversify Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
25,963
+14,434
| +125% | +$813K | 0.06% | 240 |
|
|
2025
Q1 | $637K | Sell |
11,529
-7,832
| -40% | -$433K | 0.04% | 302 |
|
|
2024
Q4 | $1.1M | Sell |
19,361
-3,292
| -15% | -$188K | 0.06% | 215 |
|
|
2024
Q3 | $1.35M | Buy |
22,653
+1,750
| +8% | +$104K | 0.07% | 211 |
|
|
2024
Q2 | $1.17M | Sell |
20,903
-2,937
| -12% | -$165K | 0.06% | 214 |
|
|
2024
Q1 | $1.37M | Buy |
+23,840
| New | +$1.37M | 0.08% | 195 |
|