IIA
Integral Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
34,182
-869
| -2% | -$49.4K | 0.55% | 33 |
|
|
2025
Q1 | $2M | Sell |
35,051
-47,400
| -57% | -$2.71M | 0.64% | 30 |
|
|
2024
Q4 | $4.74M | Sell |
82,451
-2,375
| -3% | -$137K | 1.54% | 16 |
|
|
2024
Q3 | $5.05M | Buy |
84,826
+2,416
| +3% | +$144K | 1.69% | 16 |
|
|
2024
Q2 | $4.68M | Buy |
82,410
+5,013
| +6% | +$284K | 1.72% | 16 |
|
|
2024
Q1 | $4.47M | Buy |
77,397
+5,807
| +8% | +$335K | 1.85% | 17 |
|
|
2023
Q4 | $3.94M | Buy |
71,590
+4,700
| +7% | +$258K | 2.51% | 15 |
|
|
2023
Q3 | $3.58M | Buy |
+66,890
| New | +$3.58M | 2.5% | 13 |
|