LJI Wealth Management’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 | $1.38M | Buy |
24,243
+5,256
| +28% | +$299K | 0.24% | 47 |
|
|
2025
Q1 | $1.08M | Buy |
18,987
+3,480
| +22% | +$199K | 0.22% | 49 |
|
|
2024
Q4 | $892K | Sell |
15,507
-13,363
| -46% | -$769K | 0.18% | 53 |
|
|
2024
Q3 | $1.72M | Sell |
28,870
-2,391
| -8% | -$142K | 0.35% | 36 |
|
|
2024
Q2 | $1.77M | Buy |
31,261
+2,843
| +10% | +$161K | 0.39% | 33 |
|
|
2024
Q1 | $1.64M | Buy |
28,418
+1,907
| +7% | +$110K | 0.43% | 29 |
|
|
2023
Q4 | $1.46M | Buy |
26,511
+5,228
| +25% | +$287K | 0.38% | 35 |
|
|
2023
Q3 | $1.14M | Buy |
21,283
+10,572
| +99% | +$566K | 0.33% | 39 |
|
|
2023
Q2 | $593K | Buy |
10,711
+179
| +2% | +$9.9K | 0.17% | 65 |
|
|
2023
Q1 | $575K | Buy |
+10,532
| New | +$575K | 0.18% | 63 |
|