Kingsview 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 | $20.3M | Buy |
356,626
+54,823
| +18% | +$3.12M | 0.34% | 51 |
|
|
2025
Q1 | $17.2M | Buy |
301,803
+83,807
| +38% | +$4.79M | 0.32% | 53 |
|
|
2024
Q4 | $12.5M | Buy |
217,996
+23,020
| +12% | +$1.32M | 0.24% | 76 |
|
|
2024
Q3 | $11.6M | Sell |
194,976
-48,887
| -20% | -$2.91M | 0.24% | 74 |
|
|
2024
Q2 | $13.8M | Buy |
243,863
+73,530
| +43% | +$4.17M | 0.33% | 56 |
|
|
2024
Q1 | $9.86M | Sell |
170,333
-1,953
| -1% | -$113K | 0.25% | 80 |
|
|
2023
Q4 | $9.47M | Buy |
172,286
+26,121
| +18% | +$1.44M | 0.28% | 78 |
|
|
2023
Q3 | $7.83M | Buy |
146,165
+6,447
| +5% | +$345K | 0.28% | 79 |
|
|
2023
Q2 | $7.73M | Buy |
139,718
+14,591
| +12% | +$807K | 0.3% | 77 |
|
|
2023
Q1 | $6.83M | Buy |
125,127
+12,795
| +11% | +$699K | 0.29% | 82 |
|
|
2022
Q4 | $6.12M | Buy |
112,332
+4,625
| +4% | +$252K | 0.27% | 93 |
|
|
2022
Q3 | $5.52M | Buy |
107,707
+1,609
| +2% | +$82.4K | 0.26% | 91 |
|
|
2022
Q2 | $5.88M | Buy |
106,098
+50,479
| +91% | +$2.8M | 0.28% | 89 |
|
|
2022
Q1 | $3.42M | Sell |
55,619
-3,316
| -6% | -$204K | 0.15% | 151 |
|
|
2021
Q4 | $3.72M | Sell |
58,935
-25
| -0% | -$1.58K | 0.16% | 142 |
|
|
2021
Q3 | $3.52M | Buy |
58,960
+52,493
| +812% | +$3.13M | 0.17% | 139 |
|
|
2021
Q2 | $391K | Buy |
+6,467
| New | +$391K | 0.02% | 626 |
|