HAS
Horizon Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Buy |
473,982
+9,288
| +2% | +$528K | 14.48% | 4 |
|
|
2025
Q1 | $26.6M | Sell |
464,694
-1,420
| -0.3% | -$81.1K | 15.03% | 4 |
|
|
2024
Q4 | $26.8M | Sell |
466,114
-10,749
| -2% | -$618K | 15.35% | 3 |
|
|
2024
Q3 | $28.4M | Buy |
476,863
+4,634
| +1% | +$276K | 12.94% | 1 |
|
|
2024
Q2 | $26.8M | Buy |
472,229
+2,158
| +0.5% | +$122K | 12.81% | 1 |
|
|
2024
Q1 | $27.2M | Buy |
+470,071
| New | +$27.2M | 12.67% | 2 |
|