Larson Financial Group’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 | $10.8M | Buy |
189,659
+42,848
| +29% | +$2.44M | 0.43% | 53 |
|
|
2025
Q1 | $8.39M | Buy |
146,811
+41,312
| +39% | +$2.36M | 0.4% | 56 |
|
|
2024
Q4 | $6.07M | Buy |
105,499
+14,140
| +15% | +$813K | 0.31% | 66 |
|
|
2024
Q3 | $5.44M | Buy |
91,359
+74,203
| +433% | +$4.42M | 0.31% | 65 |
|
|
2024
Q2 | $972K | Buy |
17,156
+16,600
| +2,986% | +$941K | 0.07% | 200 |
|
|
2024
Q1 | $32.2K | Buy |
556
+314
| +130% | +$18.2K | ﹤0.01% | 788 |
|
|
2023
Q4 | $13.3K | Sell |
242
-1,867
| -89% | -$103K | ﹤0.01% | 945 |
|
|
2023
Q3 | $113K | Buy |
2,109
+105
| +5% | +$5.62K | 0.01% | 430 |
|
|
2023
Q2 | $111K | Buy |
2,004
+235
| +13% | +$13K | 0.01% | 410 |
|
|
2023
Q1 | $96.6K | Buy |
1,769
+380
| +27% | +$20.7K | 0.01% | 441 |
|
|
2022
Q4 | $75.7K | Buy |
+1,389
| New | +$75.7K | 0.01% | 445 |
|