Kraematon Investment Advisors’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 | $1.83M | Sell |
32,252
-659
| -2% | -$37.5K | 1.73% | 19 |
|
|
2025
Q1 | $1.88M | Sell |
32,911
-1,965
| -6% | -$112K | 1.91% | 17 |
|
|
2024
Q4 | $2.01M | Sell |
34,876
-614
| -2% | -$35.3K | 1.98% | 18 |
|
|
2024
Q3 | $2.11M | Buy |
35,490
+86
| +0.2% | +$5.12K | 2.07% | 17 |
|
|
2024
Q2 | $2.01M | Buy |
35,404
+101
| +0.3% | +$5.73K | 2.04% | 17 |
|
|
2024
Q1 | $2.04M | Buy |
35,303
+1,050
| +3% | +$60.8K | 2.06% | 16 |
|
|
2023
Q4 | $1.88M | Sell |
34,253
-1,847
| -5% | -$102K | 2.07% | 15 |
|
|
2023
Q3 | $1.93M | Sell |
36,100
-2,156
| -6% | -$115K | 2.38% | 14 |
|
|
2023
Q2 | $2.12M | Buy |
38,256
+1,768
| +5% | +$97.8K | 2.33% | 13 |
|
|
2023
Q1 | $1.99M | Buy |
36,488
+6,747
| +23% | +$368K | 2.3% | 13 |
|
|
2022
Q4 | $1.62M | Buy |
29,741
+2,228
| +8% | +$121K | 1.76% | 16 |
|
|
2022
Q3 | $1.41M | Buy |
27,513
+2,067
| +8% | +$106K | 1.82% | 18 |
|
|
2022
Q2 | $1.41M | Buy |
25,446
+3,218
| +14% | +$178K | 1.64% | 22 |
|
|
2022
Q1 | $1.37M | Buy |
22,228
+7,619
| +52% | +$468K | 1.3% | 27 |
|
|
2021
Q4 | $923K | Buy |
+14,609
| New | +$923K | 0.83% | 38 |
|