Lokken Investment Group’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 | $2.05M | Buy |
36,138
+8,788
| +32% | +$500K | 0.79% | 32 |
|
|
2025
Q1 | $1.56M | Buy |
27,350
+2,727
| +11% | +$156K | 0.66% | 41 |
|
|
2024
Q4 | $1.42M | Buy |
24,623
+3,420
| +16% | +$197K | 0.61% | 41 |
|
|
2024
Q3 | $1.26M | Buy |
21,203
+1,851
| +10% | +$110K | 0.53% | 50 |
|
|
2024
Q2 | $1.1M | Buy |
19,352
+602
| +3% | +$34.1K | 0.52% | 50 |
|
|
2024
Q1 | $1.08M | Buy |
18,750
+2,329
| +14% | +$135K | 0.54% | 47 |
|
|
2023
Q4 | $903K | Buy |
16,421
+5,206
| +46% | +$286K | 0.51% | 53 |
|
|
2023
Q3 | $601K | Buy |
11,215
+3,207
| +40% | +$172K | 0.39% | 59 |
|
|
2023
Q2 | $443K | Buy |
8,008
+1,049
| +15% | +$58K | 0.29% | 77 |
|
|
2023
Q1 | $380K | Buy |
+6,959
| New | +$380K | 0.29% | 86 |
|