Financial Guidance 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 | $11M | Sell |
193,055
-9,270
| -5% | -$527K | 5.33% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
202,325
+8,149
| +4% | +$466K | 6.24% | 3 |
|
|
2024
Q4 | $11.2M | Sell |
194,176
-1,546
| -0.8% | -$88.9K | 6.12% | 4 |
|
|
2024
Q3 | $11.6M | Sell |
195,722
-5,652
| -3% | -$336K | 6.8% | 3 |
|
|
2024
Q2 | $11.4M | Buy |
201,374
+5,691
| +3% | +$323K | 7.01% | 3 |
|
|
2024
Q1 | $11.3M | Buy |
195,683
+4,136
| +2% | +$239K | 7.35% | 2 |
|
|
2023
Q4 | $10.5M | Sell |
191,547
-3,347
| -2% | -$184K | 7.32% | 2 |
|
|
2023
Q3 | $10.4M | Buy |
194,894
+5,099
| +3% | +$273K | 7.86% | 2 |
|
|
2023
Q2 | $10.5M | Sell |
189,795
-1,696
| -0.9% | -$93.8K | 7.72% | 2 |
|
|
2023
Q1 | $10.5M | Buy |
191,491
+33,890
| +22% | +$1.85M | 7.95% | 2 |
|
|
2022
Q4 | $8.59M | Buy |
+157,601
| New | +$8.59M | 6.99% | 2 |
|