Indie Asset Partners’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 | – | Sell |
-13,765
| Closed | -$787K | – | 87 |
|
|
2025
Q1 | $787K | Sell |
13,765
-363
| -3% | -$20.7K | 0.68% | 24 |
|
|
2024
Q4 | $813K | Buy |
14,128
+270
| +2% | +$15.5K | 0.64% | 25 |
|
|
2024
Q3 | $825K | Sell |
13,858
-1,490
| -10% | -$88.7K | 0.62% | 26 |
|
|
2024
Q2 | $870K | Buy |
15,348
+5,049
| +49% | +$286K | 0.69% | 25 |
|
|
2024
Q1 | $596K | Buy |
10,299
+3,439
| +50% | +$199K | 0.53% | 31 |
|
|
2023
Q4 | $377K | Sell |
6,860
-949
| -12% | -$52.2K | 0.34% | 42 |
|
|
2023
Q3 | $418K | Sell |
7,809
-98
| -1% | -$5.25K | 0.42% | 38 |
|
|
2023
Q2 | $438K | Buy |
7,907
+925
| +13% | +$51.2K | 0.48% | 35 |
|
|
2023
Q1 | $381K | Sell |
6,982
-3,343
| -32% | -$183K | 0.45% | 43 |
|
|
2022
Q4 | $563K | Buy |
10,325
+550
| +6% | +$30K | 0.62% | 33 |
|
|
2022
Q3 | $501K | Sell |
9,775
-200
| -2% | -$10.3K | 0.51% | 36 |
|
|
2022
Q2 | $553K | Buy |
9,975
+750
| +8% | +$41.6K | 0.49% | 35 |
|
|
2022
Q1 | $566K | Sell |
9,225
-1,300
| -12% | -$79.8K | 0.43% | 39 |
|
|
2021
Q4 | $665K | Hold |
10,525
| – | – | 0.48% | 36 |
|
|
2021
Q3 | $627K | Buy |
10,525
+4,700
| +81% | +$280K | 0.51% | 38 |
|
|
2021
Q2 | $353K | Buy |
+5,825
| New | +$353K | 0.29% | 74 |
|