Greenwich Wealth Management’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
$2.14M Sell
37,577
-750
-2% -$42.6K 0.1% 89
2025
Q1
$2.19M Sell
38,327
-25,082
-40% -$1.43M 0.17% 75
2024
Q4
$3.65M Buy
63,409
+14,295
+29% +$822K 0.26% 48
2024
Q3
$2.92M Sell
49,114
-623
-1% -$37.1K 0.2% 59
2024
Q2
$2.82M Buy
49,737
+20
+0% +$1.13K 0.21% 57
2024
Q1
$2.88M Buy
49,717
+6,238
+14% +$361K 0.23% 58
2023
Q4
$2.39M Buy
43,479
+38,046
+700% +$2.09M 0.24% 60
2023
Q3
$291K Buy
+5,433
New +$291K 0.03% 182