KKM Financial’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 | $811K | Sell |
14,262
-5,832
| -29% | -$332K | 0.28% | 80 |
|
|
2025
Q1 | $1.15M | Buy |
20,094
+1,125
| +6% | +$64.3K | 0.49% | 63 |
|
|
2024
Q4 | $1.09M | Buy |
18,969
+4,034
| +27% | +$232K | 0.45% | 63 |
|
|
2024
Q3 | $889K | Sell |
14,935
-30
| -0.2% | -$1.79K | 0.44% | 64 |
|
|
2024
Q2 | $848K | Sell |
14,965
-3,469
| -19% | -$197K | 0.4% | 68 |
|
|
2024
Q1 | $1.07M | Buy |
18,434
+175
| +1% | +$10.1K | 0.52% | 65 |
|
|
2023
Q4 | $1M | Buy |
+18,259
| New | +$1M | 0.63% | 57 |
|