Essex Savings Bank’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 | $217K | Hold |
3,809
| – | – | 0.05% | 285 |
|
|
2025
Q1 | $218K | Hold |
3,809
| – | – | 0.05% | 277 |
|
|
2024
Q4 | $219K | Buy |
+3,809
| New | +$219K | 0.05% | 272 |
|
|
2023
Q1 | – | Sell |
-5,595
| Closed | -$305K | – | 230 |
|
|
2022
Q4 | $305K | Buy |
5,595
+566
| +11% | +$30.8K | 0.11% | 173 |
|
|
2022
Q3 | $258K | Buy |
5,029
+1,156
| +30% | +$59.3K | 0.1% | 170 |
|
|
2022
Q2 | $215K | Buy |
+3,873
| New | +$215K | 0.08% | 195 |
|