Farther Finance 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 | $8.07M | Sell |
142,004
-39,022
| -22% | -$2.22M | 0.16% | 116 |
|
|
2025
Q1 | $10.3M | Buy |
181,026
+139,186
| +333% | +$7.9M | 0.26% | 73 |
|
|
2024
Q4 | $2.41M | Buy |
41,840
+3,029
| +8% | +$174K | 0.09% | 191 |
|
|
2024
Q3 | $2.31M | Buy |
38,811
+15,741
| +68% | +$937K | 0.09% | 187 |
|
|
2024
Q2 | $1.29M | Buy |
23,070
+10,826
| +88% | +$607K | 0.06% | 237 |
|
|
2024
Q1 | $701K | Buy |
12,244
+2,109
| +21% | +$121K | 0.04% | 317 |
|
|
2023
Q4 | $557K | Sell |
10,135
-114
| -1% | -$6.27K | 0.04% | 328 |
|
|
2023
Q3 | $549K | Buy |
10,249
+3,094
| +43% | +$166K | 0.09% | 192 |
|
|
2023
Q2 | $396K | Sell |
7,155
-584
| -8% | -$32.3K | 0.09% | 191 |
|
|
2023
Q1 | $423K | Buy |
+7,739
| New | +$423K | 0.12% | 159 |
|