Endowment Wealth Management’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 | $414K | Buy |
7,277
+769
| +12% | +$43.7K | 0.21% | 86 |
|
|
2025
Q1 | $372K | Buy |
6,508
+349
| +6% | +$19.9K | 0.24% | 84 |
|
|
2024
Q4 | $354K | Buy |
6,159
+356
| +6% | +$20.5K | 0.24% | 87 |
|
|
2024
Q3 | $345K | Sell |
5,803
-392
| -6% | -$23.3K | 0.23% | 90 |
|
|
2024
Q2 | $351K | Sell |
6,195
-195
| -3% | -$11.1K | 0.26% | 79 |
|
|
2024
Q1 | $370K | Sell |
6,390
-394
| -6% | -$22.8K | 0.28% | 79 |
|
|
2023
Q4 | $373K | Sell |
6,784
-705
| -9% | -$38.8K | 0.31% | 72 |
|
|
2023
Q3 | $401K | Sell |
7,489
-605
| -7% | -$32.4K | 0.36% | 70 |
|
|
2023
Q2 | $448K | Buy |
8,094
+281
| +4% | +$15.5K | 0.41% | 63 |
|
|
2023
Q1 | $427K | Buy |
+7,813
| New | +$427K | 0.43% | 63 |
|