Legacy Financial Group (Iowa)’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 | $330K | Sell |
5,801
-3,333
| -36% | -$189K | 0.05% | 95 |
|
|
2025
Q1 | $522K | Sell |
9,134
-528
| -5% | -$30.2K | 0.08% | 72 |
|
|
2024
Q4 | $556K | Buy |
+9,662
| New | +$556K | 0.09% | 72 |
|
|
2024
Q3 | – | Sell |
-5,804
| Closed | -$329K | – | 78 |
|
|
2024
Q2 | $329K | Sell |
5,804
-682
| -11% | -$38.7K | 0.06% | 82 |
|
|
2024
Q1 | $375K | Buy |
+6,486
| New | +$375K | 0.08% | 74 |
|
|
2023
Q4 | – | Sell |
-5,487
| Closed | -$294K | – | 281 |
|
|
2023
Q3 | $294K | Buy |
+5,487
| New | +$294K | 0.07% | 77 |
|