Glen Eagle 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 | $248K | Buy |
4,354
+253
| +6% | +$14.4K | 0.04% | 229 |
|
2025
Q1 | $234K | Buy |
4,101
+1,240
| +43% | +$70.9K | 0.04% | 229 |
|
2024
Q4 | $165K | Buy |
2,861
+2,185
| +323% | +$126K | 0.03% | 255 |
|
2024
Q3 | $40.2K | Sell |
676
-876
| -56% | -$52.1K | 0.01% | 460 |
|
2024
Q2 | $88K | Sell |
1,552
-2,113
| -58% | -$120K | 0.02% | 318 |
|
2024
Q1 | $212K | Buy |
3,665
+2,979
| +434% | +$172K | 0.04% | 230 |
|
2023
Q4 | $37.7K | Buy |
686
+326
| +91% | +$17.9K | 0.01% | 432 |
|
2023
Q3 | $19.3K | Buy |
+360
| New | +$19.3K | ﹤0.01% | 527 |
|