EPG 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 | $314K | Sell |
5,526
-1,659
| -23% | -$94.3K | 0.09% | 157 |
|
|
2025
Q1 | $411K | Sell |
7,185
-2,029
| -22% | -$116K | 0.11% | 173 |
|
|
2024
Q4 | $530K | Sell |
9,214
-1,218
| -12% | -$70.1K | 0.14% | 154 |
|
|
2024
Q3 | $621K | Buy |
+10,432
| New | +$621K | 0.16% | 146 |
|
|
2024
Q2 | – | Sell |
-23,489
| Closed | -$1.36M | – | 153 |
|
|
2024
Q1 | $1.36M | Buy |
23,489
+36
| +0.2% | +$2.08K | 0.33% | 80 |
|
|
2023
Q4 | $1.31M | Buy |
23,453
+1,301
| +6% | +$72.7K | 0.34% | 76 |
|
|
2023
Q3 | $1.19M | Buy |
22,152
+556
| +3% | +$29.8K | 0.36% | 72 |
|
|
2023
Q2 | $1.19M | Buy |
21,596
+8,486
| +65% | +$470K | 0.35% | 74 |
|
|
2023
Q1 | $716K | Buy |
13,110
+151
| +1% | +$8.24K | 0.23% | 104 |
|
|
2022
Q4 | $706K | Buy |
12,959
+5,177
| +67% | +$282K | 0.27% | 87 |
|
|
2022
Q3 | $399K | Buy |
7,782
+1,077
| +16% | +$55.2K | 0.16% | 123 |
|
|
2022
Q2 | $372K | Buy |
6,705
+713
| +12% | +$39.6K | 0.16% | 136 |
|
|
2022
Q1 | $368K | Buy |
5,992
+3,904
| +187% | +$240K | 0.13% | 149 |
|
|
2021
Q4 | $132K | Buy |
2,088
+503
| +32% | +$31.8K | 0.05% | 245 |
|
|
2021
Q3 | $94K | Buy |
+1,585
| New | +$94K | 0.04% | 242 |
|