Heck Capital Advisors’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 | $207K | Buy |
3,648
+16
| +0.4% | +$910 | 0.02% | 174 |
|
|
2025
Q1 | $208K | Buy |
3,632
+515
| +17% | +$29.4K | 0.02% | 154 |
|
|
2024
Q4 | $179K | Buy |
3,117
+2,702
| +651% | +$155K | 0.02% | 147 |
|
|
2024
Q3 | $24.7K | Buy |
415
+100
| +32% | +$5.95K | ﹤0.01% | 176 |
|
|
2024
Q2 | $17.9K | Buy |
315
+292
| +1,270% | +$16.6K | ﹤0.01% | 180 |
|
|
2024
Q1 | $1.33K | Hold |
23
| – | – | ﹤0.01% | 194 |
|
|
2023
Q4 | $1.27K | Buy |
+23
| New | +$1.27K | ﹤0.01% | 188 |
|