Independent Advisor Alliance’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 | $1.49M | Buy |
26,150
+10,037
| +62% | +$571K | 0.04% | 336 |
|
|
2025
Q1 | $921K | Buy |
16,113
+2,857
| +22% | +$163K | 0.03% | 386 |
|
|
2024
Q4 | $763K | Sell |
13,256
-1,307
| -9% | -$75.2K | 0.01% | 804 |
|
|
2024
Q3 | $867K | Buy |
14,563
+667
| +5% | +$39.7K | 0.03% | 350 |
|
|
2024
Q2 | $788K | Sell |
13,896
-2,182
| -14% | -$124K | 0.03% | 372 |
|
|
2024
Q1 | $930K | Sell |
16,078
-2,389
| -13% | -$138K | 0.03% | 336 |
|
|
2023
Q4 | $1.02M | Sell |
18,467
-6,579
| -26% | -$362K | 0.04% | 307 |
|
|
2023
Q3 | $1.34M | Buy |
25,046
+7,234
| +41% | +$387K | 0.06% | 248 |
|
|
2023
Q2 | $986K | Buy |
+17,812
| New | +$986K | 0.04% | 305 |
|