Ethos Financial Group’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 | – | Sell |
-5,172
| Closed | -$300K | – | 501 |
|
|
2025
Q1 | $300K | Hold |
5,172
| – | – | 0.03% | 320 |
|
|
2024
Q4 | $300K | Buy |
5,172
+101
| +2% | +$5.85K | 0.04% | 221 |
|
|
2024
Q3 | $302K | Buy |
5,071
+90
| +2% | +$5.36K | 0.05% | 202 |
|
|
2024
Q2 | $282K | Buy |
4,981
+171
| +4% | +$9.68K | 0.05% | 207 |
|
|
2024
Q1 | $278K | Buy |
+4,810
| New | +$278K | 0.05% | 215 |
|