Lido Advisors’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 | $16.4M | Buy |
288,581
+242,589
| +527% | +$13.8M | 0.06% | 173 |
|
|
2025
Q1 | $2.63M | Buy |
45,992
+3,489
| +8% | +$199K | 0.01% | 457 |
|
|
2024
Q4 | $2.46M | Buy |
42,503
+8,137
| +24% | +$471K | 0.01% | 444 |
|
|
2024
Q3 | $2.05M | Sell |
34,366
-3,333
| -9% | -$198K | 0.01% | 424 |
|
|
2024
Q2 | $2.14M | Buy |
37,699
+3,558
| +10% | +$202K | 0.01% | 405 |
|
|
2024
Q1 | $1.98M | Buy |
34,141
+6,722
| +25% | +$389K | 0.01% | 403 |
|
|
2023
Q4 | $1.52M | Buy |
27,419
+4,362
| +19% | +$242K | 0.01% | 444 |
|
|
2023
Q3 | $1.23M | Buy |
23,057
+5,073
| +28% | +$272K | 0.01% | 440 |
|
|
2023
Q2 | $995K | Sell |
17,984
-2,655
| -13% | -$147K | 0.01% | 490 |
|
|
2023
Q1 | $1.13M | Buy |
20,639
+14,257
| +223% | +$778K | 0.01% | 413 |
|
|
2022
Q4 | $348K | Buy |
6,382
+2,203
| +53% | +$120K | ﹤0.01% | 676 |
|
|
2022
Q3 | $214K | Sell |
4,179
-831
| -17% | -$42.6K | ﹤0.01% | 760 |
|
|
2022
Q2 | $277K | Buy |
+5,010
| New | +$277K | ﹤0.01% | 680 |
|