Mark Sheptoff Financial Planning’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 | $15.9K | Hold |
280
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $16K | Hold |
280
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $16.1K | Hold |
280
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $16.7K | Hold |
280
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $15.9K | Hold |
280
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $16.2K | Hold |
280
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $15.4K | Hold |
280
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $15K | Hold |
280
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $15.5K | Hold |
280
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $15.3K | Hold |
280
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $15.3K | Hold |
280
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $14K | Buy |
280
+50
| +22% | +$2.5K | 0.01% | 233 |
|
|
2022
Q2 | $13K | Buy |
+230
| New | +$13K | 0.01% | 243 |
|