Golden State Equity 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 | – | Sell |
-65,913
| Closed | -$3.77M | – | 458 |
|
|
2025
Q1 | $3.77M | Sell |
65,913
-2,001
| -3% | -$114K | 0.75% | 22 |
|
|
2024
Q4 | $3.91M | Buy |
67,914
+67,743
| +39,616% | +$3.9M | 0.75% | 21 |
|
|
2024
Q3 | $10.2K | Sell |
171
-53,853
| -100% | -$3.2M | 0.01% | 578 |
|
|
2024
Q2 | $3.06M | Buy |
+54,024
| New | +$3.06M | 0.64% | 27 |
|
|
2023
Q4 | $2.24M | Buy |
40,653
+16,439
| +68% | +$904K | 0.54% | 40 |
|
|
2023
Q3 | $1.3M | Buy |
24,214
+2,963
| +14% | +$159K | 0.36% | 70 |
|
|
2023
Q2 | $1.18M | Buy |
21,251
+7,927
| +59% | +$439K | 0.33% | 72 |
|
|
2023
Q1 | $727K | Buy |
+13,324
| New | +$727K | 0.39% | 73 |
|