Independent Wealth Network’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 | $2.3M | Buy |
40,369
+1,208
| +3% | +$68.7K | 0.84% | 30 |
|
|
2025
Q1 | $2.24M | Buy |
39,161
+2,859
| +8% | +$163K | 0.89% | 27 |
|
|
2024
Q4 | $2.09M | Buy |
36,302
+5,248
| +17% | +$302K | 0.85% | 30 |
|
|
2024
Q3 | $1.85M | Buy |
31,054
+1,161
| +4% | +$69.1K | 0.82% | 31 |
|
|
2024
Q2 | $1.69M | Sell |
29,893
-42,972
| -59% | -$2.44M | 0.79% | 33 |
|
|
2024
Q1 | $4.22M | Sell |
72,865
-523
| -0.7% | -$30.3K | 1.98% | 10 |
|
|
2023
Q4 | $4.03M | Buy |
73,388
+7,335
| +11% | +$403K | 2.12% | 8 |
|
|
2023
Q3 | $3.54M | Buy |
66,053
+5,544
| +9% | +$297K | 2.18% | 9 |
|
|
2023
Q2 | $3.35M | Buy |
60,509
+11,719
| +24% | +$648K | 2.01% | 10 |
|
|
2023
Q1 | $2.66M | Buy |
48,790
+2,079
| +4% | +$114K | 1.7% | 13 |
|
|
2022
Q4 | $2.55M | Buy |
46,711
+21,783
| +87% | +$1.19M | 1.74% | 13 |
|
|
2022
Q3 | $1.28M | Buy |
24,928
+19,139
| +331% | +$980K | 1% | 20 |
|
|
2022
Q2 | $321K | Sell |
5,789
-66
| -1% | -$3.66K | 0.23% | 117 |
|
|
2022
Q1 | $359K | Sell |
5,855
-15
| -0.3% | -$920 | 0.23% | 121 |
|
|
2021
Q4 | $371K | Buy |
5,870
+263
| +5% | +$16.6K | 0.23% | 118 |
|
|
2021
Q3 | $346K | Buy |
+5,607
| New | +$346K | 0.23% | 122 |
|