KFG Wealth Management’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 | $3.04M | Buy |
53,426
+11,359
| +27% | +$646K | 0.49% | 35 |
|
|
2025
Q1 | $2.4M | Buy |
42,067
+12,385
| +42% | +$708K | 0.44% | 38 |
|
|
2024
Q4 | $1.71M | Buy |
29,682
+4,493
| +18% | +$258K | 0.32% | 49 |
|
|
2024
Q3 | $1.5M | Buy |
25,189
+2,115
| +9% | +$126K | 0.33% | 52 |
|
|
2024
Q2 | $1.31M | Buy |
23,074
+7,597
| +49% | +$431K | 0.52% | 40 |
|
|
2024
Q1 | $896K | Buy |
+15,477
| New | +$896K | 0.37% | 55 |
|