Kovitz Investment Group Partners’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 | $4.76M | Sell |
83,660
-53,267
| -39% | -$3.03M | 0.02% | 458 |
|
|
2025
Q1 | $7.82M | Buy |
136,927
+2,267
| +2% | +$130K | 0.04% | 315 |
|
|
2024
Q4 | $7.75M | Buy |
134,660
+246
| +0.2% | +$14.2K | 0.04% | 320 |
|
|
2024
Q3 | $7.95M | Buy |
134,414
+128,996
| +2,381% | +$7.63M | 0.06% | 265 |
|
|
2024
Q2 | $307K | Sell |
5,418
-1,268
| -19% | -$71.9K | ﹤0.01% | 725 |
|
|
2024
Q1 | $387K | Buy |
+6,686
| New | +$387K | ﹤0.01% | 545 |
|