Marshall Financial Group (Maryland)’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 | $1.04M | Sell |
18,295
-4,573
| -20% | -$259K | 0.2% | 115 |
|
|
2025
Q1 | $1.31M | Sell |
22,868
-91,707
| -80% | -$5.24M | 0.29% | 75 |
|
|
2024
Q4 | $6.59M | Buy |
114,575
+2,473
| +2% | +$142K | 1.6% | 13 |
|
|
2024
Q3 | $6.67M | Buy |
112,102
+1,336
| +1% | +$79.5K | 1.59% | 13 |
|
|
2024
Q2 | $6.28M | Buy |
110,766
+63,018
| +132% | +$3.57M | 1.76% | 13 |
|
|
2024
Q1 | $2.76M | Buy |
+47,748
| New | +$2.76M | 0.79% | 25 |
|