Evolution Wealth Advisors’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 | $1.17M | Sell |
20,577
-37,881
| -65% | -$2.15M | 0.17% | 66 |
|
|
2025
Q1 | $3.34M | Sell |
58,458
-4,710
| -7% | -$269K | 0.56% | 36 |
|
|
2024
Q4 | $3.63M | Buy |
63,168
+8,631
| +16% | +$497K | 0.61% | 30 |
|
|
2024
Q3 | $3.25M | Sell |
54,537
-3,243
| -6% | -$193K | 0.58% | 36 |
|
|
2024
Q2 | $3.27M | Buy |
57,780
+4,584
| +9% | +$260K | 0.64% | 33 |
|
|
2024
Q1 | $3.08M | Sell |
53,196
-13,031
| -20% | -$754K | 0.59% | 34 |
|
|
2023
Q4 | $3.64M | Sell |
66,227
-2,303
| -3% | -$127K | 0.73% | 32 |
|
|
2023
Q3 | $3.67M | Sell |
68,530
-1,290
| -2% | -$69.1K | 0.82% | 33 |
|
|
2023
Q2 | $3.86M | Buy |
69,820
+2,030
| +3% | +$112K | 0.85% | 30 |
|
|
2023
Q1 | $3.7M | Buy |
67,790
+1,755
| +3% | +$95.8K | 0.89% | 30 |
|
|
2022
Q4 | $3.6M | Buy |
+66,035
| New | +$3.6M | 0.91% | 32 |
|