Founders Financial Alliance’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 | $8.53K | Sell |
150
-629
| -81% | -$35.8K | ﹤0.01% | 470 |
|
|
2025
Q1 | $44.5K | Buy |
779
+11
| +1% | +$629 | 0.01% | 452 |
|
|
2024
Q4 | $44.2K | Buy |
768
+12
| +2% | +$690 | 0.01% | 390 |
|
|
2024
Q3 | $45K | Buy |
756
+161
| +27% | +$9.58K | 0.01% | 400 |
|
|
2024
Q2 | $33.7K | Buy |
595
+11
| +2% | +$624 | 0.01% | 402 |
|
|
2024
Q1 | $33.8K | Sell |
584
-22
| -4% | -$1.27K | 0.01% | 405 |
|
|
2023
Q4 | $33.3K | Buy |
606
+12
| +2% | +$659 | 0.01% | 365 |
|
|
2023
Q3 | $31.8K | Buy |
594
+10
| +2% | +$536 | 0.01% | 349 |
|
|
2023
Q2 | $32.3K | Buy |
584
+40
| +7% | +$2.21K | 0.01% | 376 |
|
|
2023
Q1 | $29.9K | Buy |
544
+18
| +3% | +$989 | 0.01% | 347 |
|
|
2022
Q4 | $28.6K | Buy |
526
+17
| +3% | +$926 | 0.01% | 374 |
|
|
2022
Q3 | $26K | Buy |
+509
| New | +$26K | 0.01% | 370 |
|