ERn Financial LLC’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 | $976K | Sell |
17,170
-4,914
| -22% | -$279K | 0.21% | 79 |
|
|
2025
Q1 | $1.26M | Buy |
22,084
+633
| +3% | +$36.2K | 0.2% | 80 |
|
|
2024
Q4 | $1.23M | Buy |
21,451
+471
| +2% | +$27.1K | 0.19% | 84 |
|
|
2024
Q3 | $1.25M | Buy |
20,980
+1,496
| +8% | +$89K | 0.19% | 82 |
|
|
2024
Q2 | $1.1M | Sell |
19,484
-268
| -1% | -$15.2K | 0.18% | 84 |
|
|
2024
Q1 | $1.14M | Buy |
19,752
+706
| +4% | +$40.8K | 0.2% | 81 |
|
|
2023
Q4 | $1.05M | Buy |
+19,046
| New | +$1.05M | 0.2% | 85 |
|