Elevation Wealth Partners’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 | $102K | Buy |
1,797
+46
| +3% | +$2.62K | 0.04% | 174 |
|
|
2025
Q1 | $100K | Buy |
1,751
+31
| +2% | +$1.77K | 0.04% | 171 |
|
|
2024
Q4 | $99K | Buy |
1,720
+33
| +2% | +$1.9K | 0.04% | 167 |
|
|
2024
Q3 | $100K | Buy |
1,687
+30
| +2% | +$1.79K | 0.04% | 165 |
|
|
2024
Q2 | $93.9K | Buy |
1,657
+720
| +77% | +$40.8K | 0.04% | 164 |
|
|
2024
Q1 | $54.2K | Buy |
937
+36
| +4% | +$2.08K | 0.03% | 213 |
|
|
2023
Q4 | $48.3K | Hold |
901
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $48.3K | Buy |
901
+16
| +2% | +$857 | 0.04% | 152 |
|
|
2023
Q2 | $49K | Buy |
885
+20
| +2% | +$1.11K | 0.04% | 157 |
|
|
2023
Q1 | $47.2K | Buy |
+865
| New | +$47.2K | 0.04% | 161 |
|