Leo Wealth LLC’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 | $766K | Buy |
+13,470
| New | +$766K | 0.06% | 192 |
|
|
2025
Q1 | – | Sell |
-12,444
| Closed | -$716K | – | 329 |
|
|
2024
Q4 | $716K | Buy |
12,444
+101
| +0.8% | +$5.81K | 0.06% | 192 |
|
|
2024
Q3 | $735K | Buy |
12,343
+7,018
| +132% | +$418K | 0.07% | 180 |
|
|
2024
Q2 | $299K | Buy |
5,325
+11
| +0.2% | +$617 | 0.03% | 271 |
|
|
2024
Q1 | $304K | Hold |
5,314
| – | – | 0.03% | 265 |
|
|
2023
Q4 | $303K | Buy |
+5,314
| New | +$303K | 0.03% | 258 |
|