Insigneo Advisory Services’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 | $6.33M | Buy |
111,331
+33,647
| +43% | +$1.91M | 0.54% | 27 |
|
|
2025
Q1 | $4.44M | Buy |
77,684
+22,095
| +40% | +$1.26M | 0.46% | 36 |
|
|
2024
Q4 | $3.2M | Sell |
55,589
-25,597
| -32% | -$1.47M | 0.33% | 48 |
|
|
2024
Q3 | $4.83M | Sell |
81,186
-72,185
| -47% | -$4.3M | 0.49% | 28 |
|
|
2024
Q2 | $8.43M | Sell |
153,371
-33,048
| -18% | -$1.82M | 0.95% | 14 |
|
|
2024
Q1 | $10.8M | Buy |
186,419
+39,026
| +26% | +$2.26M | 1.28% | 11 |
|
|
2023
Q4 | $8.17M | Buy |
147,393
+139,568
| +1,784% | +$7.73M | 1.15% | 11 |
|
|
2023
Q3 | $419K | Buy |
+7,825
| New | +$419K | 0.09% | 219 |
|