LIA
Luken Investment Analytics’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 | – | Sell |
-31
| Closed | -$1.77K | – | 151 |
|
2025
Q1 | $1.77K | Sell |
31
-25
| -45% | -$1.43K | ﹤0.01% | 145 |
|
2024
Q4 | $3.22K | Hold |
56
| – | – | ﹤0.01% | 127 |
|
2024
Q3 | $3.33K | Sell |
56
-148,783
| -100% | -$8.86M | ﹤0.01% | 117 |
|
2024
Q2 | $8.44M | Buy |
148,839
+4,514
| +3% | +$256K | 4.24% | 9 |
|
2024
Q1 | $8.35M | Buy |
+144,325
| New | +$8.35M | 4.21% | 9 |
|