Hunter Associates Investment 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 | $7.31M | Buy |
128,655
+7,779
| +6% | +$442K | 1.08% | 19 |
|
|
2025
Q1 | $6.91M | Buy |
120,876
+934
| +0.8% | +$53.4K | 1.07% | 21 |
|
|
2024
Q4 | $6.9M | Buy |
119,942
+10,438
| +10% | +$601K | 1.05% | 22 |
|
|
2024
Q3 | $6.52M | Buy |
109,504
+2,254
| +2% | +$134K | 1.01% | 23 |
|
|
2024
Q2 | $6.08M | Buy |
107,250
+9,833
| +10% | +$557K | 1.02% | 21 |
|
|
2024
Q1 | $5.64M | Buy |
97,417
+16,814
| +21% | +$973K | 0.95% | 25 |
|
|
2023
Q4 | $4.43M | Buy |
80,603
+9,109
| +13% | +$501K | 0.81% | 32 |
|
|
2023
Q3 | $3.83M | Buy |
71,494
+8,196
| +13% | +$439K | 0.78% | 33 |
|
|
2023
Q2 | $3.5M | Buy |
63,298
+21,042
| +50% | +$1.16M | 0.68% | 39 |
|
|
2023
Q1 | $2.3M | Buy |
42,256
+23,321
| +123% | +$1.27M | 0.49% | 56 |
|
|
2022
Q4 | $1.03M | Buy |
18,935
+8,134
| +75% | +$442K | 0.25% | 88 |
|
|
2022
Q3 | $553K | Buy |
10,801
+6,136
| +132% | +$314K | 0.14% | 124 |
|
|
2022
Q2 | $259K | Buy |
+4,665
| New | +$259K | 0.06% | 183 |
|