Econ Financial Services’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
Q1 | – | Sell |
-29,966
| Closed | -$1.72M | – | 92 |
|
2024
Q4 | $1.72M | Buy |
29,966
+8,485
| +40% | +$488K | 0.99% | 34 |
|
2024
Q3 | $1.28M | Buy |
21,481
+1,038
| +5% | +$61.8K | 0.72% | 36 |
|
2024
Q2 | $1.16M | Buy |
20,443
+657
| +3% | +$37.2K | 0.72% | 49 |
|
2024
Q1 | $1.14M | Buy |
+19,786
| New | +$1.14M | 0.71% | 48 |
|
2022
Q3 | – | Sell |
-10,473
| Closed | -$581K | – | 90 |
|
2022
Q2 | $581K | Buy |
+10,473
| New | +$581K | 0.47% | 50 |
|