Ehrlich Financial Group’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 | $3.41M | Buy |
59,973
+2,883
| +5% | +$164K | 2.21% | 12 |
|
|
2025
Q1 | $3.26M | Sell |
57,090
-423
| -0.7% | -$24.2K | 2.38% | 8 |
|
|
2024
Q4 | $3.31M | Sell |
57,513
-2,140
| -4% | -$123K | 2.35% | 12 |
|
|
2024
Q3 | $3.55M | Sell |
59,653
-1,801
| -3% | -$107K | 2.53% | 12 |
|
|
2024
Q2 | $3.48M | Buy |
61,454
+3,004
| +5% | +$170K | 2.75% | 9 |
|
|
2024
Q1 | $3.38M | Buy |
58,450
+8,686
| +17% | +$503K | 2.85% | 9 |
|
|
2023
Q4 | $2.74M | Buy |
+49,764
| New | +$2.74M | 2.74% | 8 |
|