FIC
Family Investment Center’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+3,733
| New | +$212K | 0.05% | 91 |
|
|
2025
Q1 | – | Sell |
-3,982
| Closed | -$229K | – | 86 |
|
|
2024
Q4 | $229K | Sell |
3,982
-68
| -2% | -$3.91K | 0.06% | 81 |
|
|
2024
Q3 | $241K | Sell |
4,050
-1
| -0% | -$60 | 0.06% | 79 |
|
|
2024
Q2 | $230K | Buy |
+4,051
| New | +$230K | 0.07% | 78 |
|
|
2024
Q1 | – | Sell |
-7,677
| Closed | -$422K | – | 84 |
|
|
2023
Q4 | $422K | Sell |
7,677
-5,252
| -41% | -$289K | 0.21% | 38 |
|
|
2023
Q3 | $692K | Buy |
12,929
+4,298
| +50% | +$230K | 0.42% | 28 |
|
|
2023
Q2 | $478K | Buy |
+8,631
| New | +$478K | 0.31% | 27 |
|