Foster Victor Wealth 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 | $641K | Buy |
11,267
+281
| +3% | +$16K | 0.04% | 130 |
|
|
2025
Q1 | $593K | Sell |
10,986
-6,531
| -37% | -$353K | 0.05% | 124 |
|
|
2024
Q4 | $1.02M | Sell |
17,517
-35
| -0.2% | -$2.05K | 0.08% | 111 |
|
|
2024
Q3 | $1.04M | Sell |
17,552
-1,437
| -8% | -$85.1K | 0.08% | 110 |
|
|
2024
Q2 | $1.09M | Buy |
18,989
+3,882
| +26% | +$222K | 0.09% | 109 |
|
|
2024
Q1 | $858K | Buy |
15,107
+3,796
| +34% | +$216K | 0.08% | 101 |
|
|
2023
Q4 | $623K | Buy |
11,311
+4,076
| +56% | +$225K | 0.06% | 110 |
|
|
2023
Q3 | $384K | Buy |
7,235
+3,438
| +91% | +$182K | 0.04% | 113 |
|
|
2023
Q2 | $209K | Buy |
+3,797
| New | +$209K | 0.02% | 149 |
|