Laraway Financial 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 | $465K | Buy |
8,185
+260
| +3% | +$14.8K | 0.35% | 68 |
|
|
2025
Q1 | $453K | Buy |
7,925
+1,050
| +15% | +$60K | 0.36% | 70 |
|
|
2024
Q4 | $396K | Buy |
6,875
+250
| +4% | +$14.4K | 0.3% | 76 |
|
|
2024
Q3 | $394K | Buy |
6,625
+2,005
| +43% | +$119K | 0.31% | 74 |
|
|
2024
Q2 | $262K | Hold |
4,620
| – | – | 0.22% | 94 |
|
|
2024
Q1 | $267K | Buy |
+4,620
| New | +$267K | 0.24% | 96 |
|