IPAM
Investment Partners Asset Management’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 | $4.94M | Buy |
86,856
+666
| +0.8% | +$37.9K | 3.44% | 3 |
|
|
2025
Q1 | $4.92M | Buy |
86,190
+1,042
| +1% | +$59.5K | 3.87% | 2 |
|
|
2024
Q4 | $4.9M | Buy |
85,148
+1,325
| +2% | +$76.2K | 3.84% | 3 |
|
|
2024
Q3 | $4.99M | Buy |
83,823
+3,364
| +4% | +$200K | 4.09% | 3 |
|
|
2024
Q2 | $4.56M | Buy |
80,459
+2,041
| +3% | +$116K | 4.06% | 3 |
|
|
2024
Q1 | $4.54M | Buy |
78,418
+4,546
| +6% | +$263K | 4.1% | 3 |
|
|
2023
Q4 | $4.06M | Buy |
+73,872
| New | +$4.06M | 4.04% | 3 |
|