FourThought Financial Partners’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 | $3.8M | Buy |
66,923
+3,035
| +5% | +$173K | 0.38% | 72 |
|
|
2025
Q1 | $3.65M | Buy |
63,888
+1,502
| +2% | +$85.8K | 0.38% | 76 |
|
|
2024
Q4 | $3.59M | Buy |
62,386
+76
| +0.1% | +$4.37K | 0.37% | 69 |
|
|
2024
Q3 | $3.71M | Buy |
62,310
+1,433
| +2% | +$85.3K | 0.44% | 62 |
|
|
2024
Q2 | $3.45M | Buy |
60,877
+6,831
| +13% | +$387K | 0.44% | 61 |
|
|
2024
Q1 | $3.13M | Buy |
54,046
+37,646
| +230% | +$2.18M | 0.36% | 70 |
|
|
2023
Q4 | $902K | Sell |
16,400
-573
| -3% | -$31.5K | 0.11% | 136 |
|
|
2023
Q3 | $909K | Sell |
16,973
-11,340
| -40% | -$607K | 0.13% | 125 |
|
|
2023
Q2 | $1.57M | Buy |
28,313
+400
| +1% | +$22.1K | 0.21% | 95 |
|
|
2023
Q1 | $1.52M | Buy |
27,913
+3,585
| +15% | +$196K | 0.21% | 99 |
|
|
2022
Q4 | $1.33M | Buy |
+24,328
| New | +$1.33M | 0.19% | 105 |
|