Hubbell Strickland 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 | $354K | Buy |
6,231
+105
| +2% | +$5.97K | 0.16% | 55 |
|
|
2025
Q1 | $350K | Buy |
6,126
+72
| +1% | +$4.11K | 0.17% | 52 |
|
|
2024
Q4 | $348K | Buy |
6,054
+105
| +2% | +$6.04K | 0.17% | 52 |
|
|
2024
Q3 | $354K | Buy |
5,949
+95
| +2% | +$5.65K | 0.17% | 54 |
|
|
2024
Q2 | $332K | Buy |
5,854
+94
| +2% | +$5.33K | 0.17% | 52 |
|
|
2024
Q1 | $333K | Sell |
5,760
-149
| -3% | -$8.62K | 0.17% | 54 |
|
|
2023
Q4 | $325K | Buy |
5,909
+109
| +2% | +$5.99K | 0.18% | 48 |
|
|
2023
Q3 | $311K | Buy |
5,800
+92
| +2% | +$4.93K | 0.19% | 48 |
|
|
2023
Q2 | $316K | Buy |
5,708
+143
| +3% | +$7.91K | 0.18% | 48 |
|
|
2023
Q1 | $304K | Buy |
5,565
+1,807
| +48% | +$98.7K | 0.18% | 53 |
|
|
2022
Q4 | $205K | Buy |
+3,758
| New | +$205K | 0.12% | 64 |
|