Maia Wealth’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
$2.18M Buy
38,335
+4,496
+13% +$256K 0.42% 64
2025
Q1
$1.85M Sell
33,839
-9,470
-22% -$518K 0.42% 61
2024
Q4
$2.57M Buy
43,309
+10,186
+31% +$604K 0.55% 42
2024
Q3
$1.97M Buy
33,123
+336
+1% +$20K 0.49% 52
2024
Q2
$1.86M Buy
+32,787
New +$1.86M 0.56% 48
2023
Q4
$617K Buy
+11,216
New +$617K 0.25% 80