JNBA Financial Advisors’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 | – | Sell |
-32
| Closed | -$1.81K | – | 675 |
|
|
2025
Q1 | $1.81K | Buy |
32
+5
| +19% | +$283 | ﹤0.01% | 601 |
|
|
2024
Q4 | $1.56K | Hold |
27
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $1.58K | Buy |
27
+4
| +17% | +$235 | ﹤0.01% | 610 |
|
|
2024
Q2 | $1.31K | Buy |
23
+2
| +10% | +$114 | ﹤0.01% | 596 |
|
|
2024
Q1 | $1.22K | Buy |
+21
| New | +$1.22K | ﹤0.01% | 628 |
|