Focus Partners Wealth’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 | $44.4M | Buy |
780,603
+49,790
| +7% | +$2.83M | 0.1% | 199 |
|
|
2025
Q1 | $41.8M | Buy |
730,813
+47,205
| +7% | +$2.7M | 0.1% | 193 |
|
|
2024
Q4 | $39.4M | Buy |
683,608
+295,298
| +76% | +$17M | 0.1% | 189 |
|
|
2024
Q3 | $23.6M | Sell |
388,310
-58,394
| -13% | -$3.55M | 0.08% | 260 |
|
|
2024
Q2 | $25.3M | Buy |
446,704
+433,179
| +3,203% | +$24.6M | 0.09% | 213 |
|
|
2024
Q1 | $783K | Buy |
13,525
+4,600
| +52% | +$266K | 0.01% | 645 |
|
|
2023
Q4 | $491K | Buy |
+8,925
| New | +$491K | 0.01% | 584 |
|