Institute for Wealth Management’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 | $1.46M | Buy |
25,634
+909
| +4% | +$51.7K | 0.16% | 127 |
|
|
2025
Q1 | $1.41M | Buy |
24,725
+165
| +0.7% | +$9.43K | 0.18% | 119 |
|
|
2024
Q4 | $1.41M | Buy |
24,560
+1,243
| +5% | +$71.5K | 0.18% | 117 |
|
|
2024
Q3 | $1.39M | Sell |
23,317
-581
| -2% | -$34.6K | 0.18% | 129 |
|
|
2024
Q2 | $1.35M | Sell |
23,898
-550
| -2% | -$31.2K | 0.18% | 119 |
|
|
2024
Q1 | $1.41M | Sell |
24,448
-3,075
| -11% | -$178K | 0.18% | 117 |
|
|
2023
Q4 | $1.51M | Buy |
27,523
+2,653
| +11% | +$146K | 0.25% | 96 |
|
|
2023
Q3 | $1.33M | Buy |
24,870
+651
| +3% | +$34.9K | 0.24% | 102 |
|
|
2023
Q2 | $1.34M | Buy |
24,219
+895
| +4% | +$49.5K | 0.23% | 104 |
|
|
2023
Q1 | $1.27M | Buy |
23,324
+16,267
| +231% | +$888K | 0.24% | 106 |
|
|
2022
Q4 | $385K | Buy |
+7,057
| New | +$385K | 0.08% | 302 |
|