Glass Jacobson Investment 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 | – | Sell |
-234
| Closed | -$13.5K | – | 693 |
|
|
2025
Q1 | $13.5K | Hold |
234
| – | – | ﹤0.01% | 570 |
|
|
2024
Q4 | $13.5K | Buy |
234
+184
| +368% | +$10.6K | ﹤0.01% | 570 |
|
|
2024
Q3 | $2.98K | Hold |
50
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $2.83K | Hold |
50
| – | – | ﹤0.01% | 654 |
|
|
2024
Q1 | $2.89K | Hold |
50
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $2.75K | Hold |
50
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $2.68K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $2.77K | Buy |
+50
| New | +$2.77K | ﹤0.01% | 619 |
|
|
2022
Q4 | $2.72K | Buy |
+50
| New | +$2.72K | ﹤0.01% | 642 |
|