Financial Perspectives’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 | $190K | Sell |
3,338
-424
| -11% | -$24.1K | 0.06% | 152 |
|
|
2025
Q1 | $215K | Buy |
3,762
+44
| +1% | +$2.51K | 0.07% | 133 |
|
|
2024
Q4 | $214K | Buy |
3,718
+239
| +7% | +$13.8K | 0.07% | 134 |
|
|
2024
Q3 | $207K | Buy |
3,479
+39
| +1% | +$2.32K | 0.07% | 136 |
|
|
2024
Q2 | $195K | Buy |
3,440
+56
| +2% | +$3.17K | 0.07% | 137 |
|
|
2024
Q1 | $196K | Buy |
3,384
+212
| +7% | +$12.3K | 0.07% | 140 |
|
|
2023
Q4 | $174K | Buy |
3,172
+64
| +2% | +$3.52K | 0.07% | 149 |
|
|
2023
Q3 | $166K | Buy |
3,108
+992
| +47% | +$53.1K | 0.08% | 143 |
|
|
2023
Q2 | $117K | Buy |
+2,116
| New | +$117K | 0.05% | 169 |
|
|
2022
Q2 | – | Sell |
-3,271
| Closed | -$201K | – | 695 |
|
|
2022
Q1 | $201K | Buy |
+3,271
| New | +$201K | 0.09% | 131 |
|