FineMark National Bank & Trust’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 | $411K | Buy |
7,224
+1,234
| +21% | +$70.2K | 0.01% | 325 |
|
|
2025
Q1 | $342K | Hold |
5,990
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $345K | Buy |
5,990
+856
| +17% | +$49.2K | 0.01% | 331 |
|
|
2024
Q3 | $306K | Hold |
5,134
| – | – | 0.01% | 348 |
|
|
2024
Q2 | $291K | Buy |
5,134
+851
| +20% | +$48.2K | 0.01% | 346 |
|
|
2024
Q1 | $248K | Buy |
+4,283
| New | +$248K | 0.01% | 374 |
|