Guardian Financial 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 | $2.56M | Buy |
45,049
+2,470
| +6% | +$140K | 1.15% | 23 |
|
|
2025
Q1 | $2.43M | Buy |
42,579
+2,977
| +8% | +$170K | 1.16% | 21 |
|
|
2024
Q4 | $2.28M | Buy |
39,602
+3,206
| +9% | +$184K | 1.35% | 21 |
|
|
2024
Q3 | $2.17M | Buy |
36,396
+2,982
| +9% | +$177K | 1.35% | 20 |
|
|
2024
Q2 | $1.89M | Buy |
33,414
+2,407
| +8% | +$136K | 1.26% | 21 |
|
|
2024
Q1 | $1.79M | Sell |
31,007
-44,951
| -59% | -$2.6M | 1.23% | 20 |
|
|
2023
Q4 | $4.18M | Buy |
75,958
+8,230
| +12% | +$452K | 3.43% | 11 |
|
|
2023
Q3 | $3.63M | Buy |
67,728
+12,255
| +22% | +$656K | 3.41% | 9 |
|
|
2023
Q2 | $3.07M | Buy |
55,473
+18,515
| +50% | +$1.02M | 8.93% | 4 |
|
|
2023
Q1 | $2.02M | Buy |
36,958
+20,720
| +128% | +$1.13M | 2.03% | 14 |
|
|
2022
Q4 | $885K | Buy |
+16,238
| New | +$885K | 0.94% | 19 |
|