Howard Wealth Management’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 | $1.3M | Buy |
22,852
+3,180
| +16% | +$181K | 0.66% | 42 |
|
|
2025
Q1 | $1.12M | Buy |
19,672
+1
| +0% | +$57 | 0.63% | 45 |
|
|
2024
Q4 | $1.13M | Buy |
19,671
+2,361
| +14% | +$136K | 0.61% | 46 |
|
|
2024
Q3 | $1.03M | Buy |
17,310
+2,419
| +16% | +$144K | 0.6% | 46 |
|
|
2024
Q2 | $844K | Buy |
14,891
+3,720
| +33% | +$211K | 0.67% | 41 |
|
|
2024
Q1 | $646K | Buy |
11,171
+2,127
| +24% | +$123K | 0.53% | 45 |
|
|
2023
Q4 | $497K | Buy |
+9,044
| New | +$497K | 0.42% | 54 |
|