Legacy Capital Wealth 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 | $2.05M | Buy |
36,085
+1,408
| +4% | +$80K | 0.47% | 36 |
|
|
2025
Q1 | $1.98M | Sell |
34,677
-2,477
| -7% | -$142K | 0.49% | 30 |
|
|
2024
Q4 | $2.14M | Sell |
37,154
-37,150
| -50% | -$2.14M | 0.53% | 25 |
|
|
2024
Q3 | $4.42M | Buy |
74,304
+36,806
| +98% | +$2.19M | 0.88% | 20 |
|
|
2024
Q2 | $2.13M | Buy |
+37,498
| New | +$2.13M | 0.54% | 28 |
|
|
2024
Q1 | – | Sell |
-38,772
| Closed | -$2.13M | – | 229 |
|
|
2023
Q4 | $2.13M | Sell |
38,772
-3,774
| -9% | -$207K | 0.6% | 32 |
|
|
2023
Q3 | $2.28M | Buy |
+42,546
| New | +$2.28M | 0.63% | 28 |
|
|
2023
Q2 | – | Sell |
-41,420
| Closed | -$2.26M | – | 136 |
|
|
2023
Q1 | $2.26M | Buy |
+41,420
| New | +$2.26M | 0.62% | 36 |
|