Florida Financial 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 | $787K | Buy |
13,839
+1,748
| +14% | +$99.4K | 0.26% | 91 |
|
|
2025
Q1 | $690K | Buy |
12,091
+5,077
| +72% | +$290K | 0.27% | 80 |
|
|
2024
Q4 | $404K | Buy |
7,014
+2,468
| +54% | +$142K | 0.18% | 108 |
|
|
2024
Q3 | $271K | Buy |
4,546
+402
| +10% | +$23.9K | 0.14% | 140 |
|
|
2024
Q2 | $235K | Sell |
4,144
-1,256
| -23% | -$71.2K | 0.14% | 122 |
|
|
2024
Q1 | $312K | Buy |
+5,400
| New | +$312K | 0.23% | 80 |
|