Global Wealth Management Investment Advisory’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 | $18.9M | Buy |
331,714
+7,275
| +2% | +$414K | 3.54% | 3 |
|
|
2025
Q1 | $18.5M | Buy |
324,439
+21,979
| +7% | +$1.26M | 3.71% | 2 |
|
|
2024
Q4 | $17.4M | Buy |
302,460
+14,615
| +5% | +$841K | 3.59% | 3 |
|
|
2024
Q3 | $17.1M | Buy |
287,845
+12,293
| +4% | +$732K | 3.7% | 3 |
|
|
2024
Q2 | $15.6M | Buy |
275,552
+64,565
| +31% | +$3.66M | 3.63% | 3 |
|
|
2024
Q1 | $12.2M | Buy |
210,987
+6,708
| +3% | +$388K | 2.99% | 4 |
|
|
2023
Q4 | $11.2M | Buy |
204,279
+7,138
| +4% | +$392K | 2.88% | 6 |
|
|
2023
Q3 | $10.6M | Buy |
197,141
+59,262
| +43% | +$3.17M | 2.96% | 6 |
|
|
2023
Q2 | $7.63M | Buy |
137,879
+70,619
| +105% | +$3.91M | 2.09% | 11 |
|
|
2023
Q1 | $3.67M | Buy |
+67,260
| New | +$3.67M | 1.11% | 27 |
|