MLRA
Main Line Retirement Advisors’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 | $925K | Sell |
16,276
-6,343
| -28% | -$361K | 0.53% | 19 |
|
|
2025
Q1 | $1.29M | Sell |
22,619
-1,690
| -7% | -$96.6K | 0.84% | 18 |
|
|
2024
Q4 | $1.4M | Buy |
24,309
+2,388
| +11% | +$137K | 0.92% | 17 |
|
|
2024
Q3 | $1.3M | Sell |
21,921
-638
| -3% | -$38K | 0.89% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
22,559
+136
| +0.6% | +$7.71K | 0.98% | 15 |
|
|
2024
Q1 | $1.3M | Sell |
22,423
-1,064
| -5% | -$61.6K | 1.02% | 15 |
|
|
2023
Q4 | $1.29M | Buy |
+23,487
| New | +$1.29M | 1.12% | 15 |
|
|
2023
Q2 | $5.72M | Buy |
+103,296
| New | +$5.72M | 5.38% | 8 |
|