Founders Financial Securities’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 | $1.65M | Buy |
29,110
+917
| +3% | +$52.1K | 0.13% | 164 |
|
|
2025
Q1 | $1.55M | Buy |
28,193
+2,433
| +9% | +$134K | 0.13% | 146 |
|
|
2024
Q4 | $1.48M | Buy |
25,760
+3,838
| +18% | +$221K | 0.13% | 137 |
|
|
2024
Q3 | $1.3M | Buy |
21,922
+2,413
| +12% | +$144K | 0.12% | 151 |
|
|
2024
Q2 | $1.11M | Buy |
19,509
+8,267
| +74% | +$469K | 0.1% | 164 |
|
|
2024
Q1 | $650K | Buy |
11,242
+3,067
| +38% | +$177K | 0.07% | 224 |
|
|
2023
Q4 | $449K | Buy |
8,175
+3,124
| +62% | +$172K | 0.05% | 262 |
|
|
2023
Q3 | $271K | Buy |
+5,051
| New | +$271K | 0.04% | 280 |
|