FMA Wealth Management’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 | $2.71M | Buy |
47,639
+1,885
| +4% | +$107K | 2% | 17 |
|
|
2025
Q1 | $2.72M | Buy |
45,754
+325
| +0.7% | +$19.3K | 2.09% | 15 |
|
|
2024
Q4 | $2.61M | Buy |
45,429
+849
| +2% | +$48.8K | 1.95% | 17 |
|
|
2024
Q3 | $2.65M | Buy |
44,580
+1,096
| +3% | +$65.2K | 1.92% | 17 |
|
|
2024
Q2 | $2.46M | Buy |
43,484
+899
| +2% | +$51K | 1.99% | 17 |
|
|
2024
Q1 | $2.46M | Buy |
42,585
+1,309
| +3% | +$75.7K | 2.04% | 16 |
|
|
2023
Q4 | $2.27M | Buy |
+41,276
| New | +$2.27M | 2.07% | 15 |
|