JIP
Jaffetilchin Investment Partners’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 | $3.06M | Buy |
53,824
+3,483
| +7% | +$198K | 0.2% | 83 |
|
|
2025
Q1 | $2.88M | Sell |
50,341
-216,836
| -81% | -$12.4M | 0.21% | 84 |
|
|
2024
Q4 | $15.4M | Buy |
267,177
+12,706
| +5% | +$731K | 1.11% | 21 |
|
|
2024
Q3 | $15.1M | Sell |
254,471
-1,964
| -0.8% | -$117K | 1.14% | 21 |
|
|
2024
Q2 | $14.5M | Buy |
256,435
+1,957
| +0.8% | +$111K | 1.24% | 22 |
|
|
2024
Q1 | $14.7M | Buy |
254,478
+26,647
| +12% | +$1.54M | 1.32% | 21 |
|
|
2023
Q4 | $12.5M | Buy |
227,831
+26,580
| +13% | +$1.46M | 1.22% | 19 |
|
|
2023
Q3 | $10.8M | Buy |
201,251
+4,621
| +2% | +$248K | 1.19% | 20 |
|
|
2023
Q2 | $10.9M | Buy |
196,630
+3,725
| +2% | +$206K | 1.15% | 21 |
|
|
2023
Q1 | $10.5M | Buy |
192,905
+7,168
| +4% | +$391K | 1.2% | 18 |
|
|
2022
Q4 | $10.1M | Sell |
185,737
-179,997
| -49% | -$9.81M | 1.24% | 20 |
|
|
2022
Q3 | $18.7M | Buy |
365,734
+47,256
| +15% | +$2.42M | 2.4% | 12 |
|
|
2022
Q2 | $17.7M | Sell |
318,478
-17,892
| -5% | -$992K | 2.09% | 12 |
|
|
2022
Q1 | $18.9M | Buy |
336,370
+212,667
| +172% | +$12M | 2.23% | 12 |
|
|
2021
Q4 | $7.82M | Buy |
+123,703
| New | +$7.82M | 0.74% | 33 |
|