Guardian Wealth Advisors (North Carolina)’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 | $13.6M | Buy |
238,975
+9,342
| +4% | +$531K | 0.96% | 24 |
|
|
2025
Q1 | $13.1M | Sell |
229,633
-433
| -0.2% | -$24.7K | 1.05% | 20 |
|
|
2024
Q4 | $13.2M | Buy |
230,066
+14,298
| +7% | +$823K | 1.04% | 21 |
|
|
2024
Q3 | $12.8M | Buy |
215,768
+1,411
| +0.7% | +$84K | 1.36% | 16 |
|
|
2024
Q2 | $12.1M | Sell |
214,357
-222,986
| -51% | -$12.6M | 1.42% | 16 |
|
|
2024
Q1 | $25.3M | Buy |
437,343
+43,557
| +11% | +$2.52M | 3.1% | 8 |
|
|
2023
Q4 | $21.7M | Buy |
393,786
+9,480
| +2% | +$521K | 3.29% | 6 |
|
|
2023
Q3 | $20.6M | Sell |
384,306
-42,955
| -10% | -$2.3M | 3.5% | 5 |
|
|
2023
Q2 | $23.6M | Buy |
427,261
+30,358
| +8% | +$1.68M | 4.05% | 4 |
|
|
2023
Q1 | $21.7M | Buy |
396,903
+63,441
| +19% | +$3.46M | 3.8% | 5 |
|
|
2022
Q4 | $18.4M | Buy |
333,462
+270,773
| +432% | +$14.9M | 3.53% | 6 |
|
|
2022
Q3 | $3.21M | Buy |
62,689
+40,764
| +186% | +$2.09M | 0.6% | 21 |
|
|
2022
Q2 | $1.22M | Buy |
+21,925
| New | +$1.22M | 0.22% | 51 |
|