Envestnet Portfolio Solutions’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 | $10.2M | Sell |
179,498
-42,877
| -19% | -$2.44M | 0.04% | 224 |
|
|
2025
Q1 | $12.7M | Sell |
222,375
-3,502
| -2% | -$200K | 0.05% | 187 |
|
|
2024
Q4 | $13M | Buy |
225,877
+57,172
| +34% | +$3.29M | 0.04% | 208 |
|
|
2024
Q3 | $10M | Buy |
168,705
+24,261
| +17% | +$1.44M | 0.03% | 242 |
|
|
2024
Q2 | $8.19M | Buy |
144,444
+22,533
| +18% | +$1.28M | 0.03% | 273 |
|
|
2024
Q1 | $7.05M | Sell |
121,911
-21,688
| -15% | -$1.25M | 0.03% | 302 |
|
|
2023
Q4 | $7.9M | Buy |
143,599
+21,883
| +18% | +$1.2M | 0.03% | 236 |
|
|
2023
Q3 | $6.52M | Buy |
+121,716
| New | +$6.52M | 0.03% | 251 |
|