Evergreen 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 | – | Sell |
-120,421
| Closed | -$6.88M | – | 52 |
|
|
2025
Q1 | $6.88M | Buy |
120,421
+3,340
| +3% | +$191K | 4.11% | 6 |
|
|
2024
Q4 | $6.74M | Sell |
117,081
-6,191
| -5% | -$356K | 3.98% | 6 |
|
|
2024
Q3 | $7.34M | Buy |
123,272
+17,130
| +16% | +$1.02M | 4.41% | 5 |
|
|
2024
Q2 | $6.02M | Hold |
106,142
| – | – | 3.99% | 7 |
|
|
2024
Q1 | $6.14M | Hold |
106,142
| – | – | 4.16% | 6 |
|
|
2023
Q4 | $5.84M | Buy |
106,142
+2,041
| +2% | +$112K | 4.29% | 5 |
|
|
2023
Q3 | $5.58M | Buy |
+104,101
| New | +$5.58M | 4.41% | 4 |
|