Mayflower Financial Advisors’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 | $1.81M | Sell |
31,834
-836
| -3% | -$47.5K | 0.25% | 96 |
|
|
2025
Q1 | $1.87M | Buy |
32,670
+1,195
| +4% | +$68.3K | 0.28% | 85 |
|
|
2024
Q4 | $1.81M | Buy |
31,475
+1,336
| +4% | +$76.9K | 0.27% | 84 |
|
|
2024
Q3 | $1.79M | Buy |
30,139
+2,865
| +11% | +$170K | 0.27% | 86 |
|
|
2024
Q2 | $1.55M | Buy |
27,274
+1,314
| +5% | +$74.5K | 0.25% | 94 |
|
|
2024
Q1 | $1.5M | Buy |
25,960
+7,983
| +44% | +$462K | 0.25% | 94 |
|
|
2023
Q4 | $988K | Buy |
17,977
+3,719
| +26% | +$204K | 0.14% | 136 |
|
|
2023
Q3 | $764K | Buy |
14,258
+4,485
| +46% | +$240K | 0.11% | 143 |
|
|
2023
Q2 | $541K | Buy |
+9,773
| New | +$541K | 0.07% | 192 |
|