JPLA
Joseph P. Lucia & Associates’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 | $4.63M | Buy |
81,366
+703
| +0.9% | +$40K | 1.89% | 13 |
|
|
2025
Q1 | $4.61M | Buy |
80,663
+2,932
| +4% | +$168K | 2.11% | 14 |
|
|
2024
Q4 | $4.47M | Buy |
77,731
+5,188
| +7% | +$298K | 1.99% | 13 |
|
|
2024
Q3 | $4.32M | Buy |
72,543
+864
| +1% | +$51.4K | 1.99% | 15 |
|
|
2024
Q2 | $4.06M | Buy |
71,679
+5,916
| +9% | +$335K | 2.08% | 14 |
|
|
2024
Q1 | $3.81M | Sell |
65,763
-2,404
| -4% | -$139K | 2.04% | 14 |
|
|
2023
Q4 | $3.75M | Buy |
68,167
+603
| +0.9% | +$33.2K | 2.33% | 11 |
|
|
2023
Q3 | $3.62M | Buy |
67,564
+13,419
| +25% | +$719K | 2.53% | 11 |
|
|
2023
Q2 | $3M | Buy |
54,145
+16,460
| +44% | +$911K | 2.01% | 13 |
|
|
2023
Q1 | $2.06M | Buy |
37,685
+23,677
| +169% | +$1.29M | 1.43% | 25 |
|
|
2022
Q4 | $763K | Buy |
+14,008
| New | +$763K | 0.57% | 50 |
|