LFS
Legacy Financial Strategies’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 | $1.22M | Sell |
21,518
-12,396
| -37% | -$705K | 0.24% | 53 |
|
|
2025
Q1 | $1.94M | Buy |
33,914
+15,559
| +85% | +$889K | 0.42% | 41 |
|
|
2024
Q4 | $1.06M | Buy |
18,355
+2,041
| +13% | +$117K | 0.23% | 51 |
|
|
2024
Q3 | $971K | Buy |
16,314
+1,515
| +10% | +$90.2K | 0.21% | 52 |
|
|
2024
Q2 | $831K | Buy |
14,799
+6,106
| +70% | +$343K | 0.2% | 52 |
|
|
2024
Q1 | $503K | Buy |
+8,693
| New | +$503K | 0.13% | 59 |
|