Independent Investors Inc’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 | $871K | Sell |
15,315
-1,350
| -8% | -$76.7K | 0.19% | 49 |
|
|
2025
Q1 | $952K | Buy |
16,665
+2,245
| +16% | +$128K | 0.2% | 45 |
|
|
2024
Q4 | $830K | Hold |
14,420
| – | – | 0.16% | 50 |
|
|
2024
Q3 | $858K | Hold |
14,420
| – | – | 0.17% | 48 |
|
|
2024
Q2 | $817K | Hold |
14,420
| – | – | 0.18% | 46 |
|
|
2024
Q1 | $834K | Sell |
14,420
-150
| -1% | -$8.68K | 0.2% | 47 |
|
|
2023
Q4 | $801K | Hold |
14,570
| – | – | 0.18% | 45 |
|
|
2023
Q3 | $780K | Buy |
14,570
+2,800
| +24% | +$150K | 0.2% | 46 |
|
|
2023
Q2 | $651K | Buy |
11,770
+1,000
| +9% | +$55.3K | 0.15% | 47 |
|
|
2023
Q1 | $588K | Buy |
10,770
+1,000
| +10% | +$54.6K | 0.15% | 52 |
|
|
2022
Q4 | $532K | Buy |
+9,770
| New | +$532K | 0.15% | 52 |
|