LS
Leelyn Smith’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
25,458
+767
| +3% | +$43.6K | 0.24% | 88 |
|
|
2025
Q1 | $1.41M | Buy |
24,691
+839
| +4% | +$47.9K | 0.25% | 87 |
|
|
2024
Q4 | $1.37M | Buy |
23,852
+5,255
| +28% | +$302K | 0.24% | 86 |
|
|
2024
Q3 | $1.11M | Buy |
18,597
+79
| +0.4% | +$4.7K | 0.2% | 91 |
|
|
2024
Q2 | $1.05M | Buy |
18,518
+878
| +5% | +$49.8K | 0.2% | 89 |
|
|
2024
Q1 | $1.02M | Buy |
17,640
+869
| +5% | +$50.3K | 0.2% | 92 |
|
|
2023
Q4 | $922K | Buy |
16,771
+4,916
| +41% | +$270K | 0.2% | 91 |
|
|
2023
Q3 | $635K | Hold |
11,855
| – | – | 0.15% | 94 |
|
|
2023
Q2 | $656K | Buy |
11,855
+1,288
| +12% | +$71.3K | 0.16% | 92 |
|
|
2023
Q1 | $577K | Buy |
10,567
+3,294
| +45% | +$180K | 0.15% | 91 |
|
|
2022
Q4 | $396K | Buy |
7,273
+1,649
| +29% | +$89.9K | 0.11% | 98 |
|
|
2022
Q3 | $288K | Buy |
5,624
+1,855
| +49% | +$95K | 0.1% | 96 |
|
|
2022
Q2 | $209K | Hold |
3,769
| – | – | 0.05% | 121 |
|
|
2022
Q1 | $231K | Buy |
+3,769
| New | +$231K | 0.06% | 110 |
|