Marion 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 | $1.02M | Sell |
18,013
-1,294
| -7% | -$73.6K | 0.26% | 74 |
|
|
2025
Q1 | $1.1M | Buy |
19,307
+684
| +4% | +$39.1K | 0.29% | 71 |
|
|
2024
Q4 | $1.07M | Buy |
18,623
+302
| +2% | +$17.4K | 0.28% | 74 |
|
|
2024
Q3 | $1.09M | Buy |
18,321
+1,930
| +12% | +$115K | 0.29% | 73 |
|
|
2024
Q2 | $929K | Buy |
16,391
+359
| +2% | +$20.3K | 0.27% | 75 |
|
|
2024
Q1 | $928K | Buy |
16,032
+950
| +6% | +$55K | 0.28% | 73 |
|
|
2023
Q4 | $829K | Buy |
15,082
+7,178
| +91% | +$395K | 0.27% | 75 |
|
|
2023
Q3 | $423K | Sell |
7,904
-387
| -5% | -$20.7K | 0.15% | 89 |
|
|
2023
Q2 | $459K | Buy |
+8,291
| New | +$459K | 0.16% | 84 |
|