Hixon Zuercher’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 | $628K | Buy |
11,040
+1,022
| +10% | +$58.1K | 0.2% | 72 |
|
|
2025
Q1 | $572K | Buy |
10,018
+1,290
| +15% | +$73.7K | 0.2% | 75 |
|
|
2024
Q4 | $502K | Buy |
8,728
+3,872
| +80% | +$223K | 0.19% | 73 |
|
|
2024
Q3 | $289K | Sell |
4,856
-480
| -9% | -$28.6K | 0.11% | 72 |
|
|
2024
Q2 | $302K | Buy |
5,336
+190
| +4% | +$10.8K | 0.13% | 62 |
|
|
2024
Q1 | $298K | Buy |
5,146
+85
| +2% | +$4.92K | 0.13% | 59 |
|
|
2023
Q4 | $278K | Sell |
5,061
-125
| -2% | -$6.87K | 0.13% | 59 |
|
|
2023
Q3 | $278K | Sell |
5,186
-1,187
| -19% | -$63.6K | 0.15% | 53 |
|
|
2023
Q2 | $353K | Buy |
+6,373
| New | +$353K | 0.18% | 55 |
|