Forum Financial 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 | $265K | Buy |
4,665
+211
| +5% | +$12K | ﹤0.01% | 735 |
|
|
2025
Q1 | $254K | Buy |
4,454
+446
| +11% | +$25.5K | ﹤0.01% | 683 |
|
|
2024
Q4 | $231K | Buy |
+4,008
| New | +$231K | ﹤0.01% | 770 |
|
|
2023
Q3 | – | Sell |
-4,186
| Closed | -$232K | – | 656 |
|
|
2023
Q2 | $232K | Sell |
4,186
-951
| -19% | -$52.6K | 0.01% | 548 |
|
|
2023
Q1 | $280K | Buy |
5,137
+42
| +0.8% | +$2.29K | 0.01% | 424 |
|
|
2022
Q4 | $278K | Hold |
5,095
| – | – | 0.01% | 416 |
|
|
2022
Q3 | $261K | Hold |
5,095
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $283K | Buy |
+5,095
| New | +$283K | 0.01% | 371 |
|