Empire Financial Management Company’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 | $2.03M | Buy |
35,738
+6
| +0% | +$341 | 0.59% | 51 |
|
|
2025
Q1 | $2.04M | Buy |
35,732
+484
| +1% | +$27.7K | 0.63% | 51 |
|
|
2024
Q4 | $2.03M | Buy |
35,248
+3
| +0% | +$173 | 0.63% | 51 |
|
|
2024
Q3 | $2.1M | Buy |
35,245
+856
| +2% | +$50.9K | 0.65% | 50 |
|
|
2024
Q2 | $1.95M | Buy |
34,389
+3,397
| +11% | +$193K | 0.64% | 51 |
|
|
2024
Q1 | $1.79M | Sell |
30,992
-456
| -1% | -$26.4K | 0.59% | 55 |
|
|
2023
Q4 | $1.73M | Sell |
31,448
-1,454
| -4% | -$79.9K | 0.68% | 48 |
|
|
2023
Q3 | $1.76M | Buy |
32,902
+3,061
| +10% | +$164K | 0.77% | 41 |
|
|
2023
Q2 | $1.65M | Buy |
29,841
+21,037
| +239% | +$1.16M | 0.66% | 49 |
|
|
2023
Q1 | $481K | Buy |
+8,804
| New | +$481K | 0.2% | 121 |
|