Meadow Creek Wealth 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 | $4.51M | Buy |
79,285
+3,235
| +4% | +$184K | 3.04% | 7 |
|
|
2025
Q1 | $4.35M | Buy |
76,050
+3,982
| +6% | +$228K | 3.24% | 6 |
|
|
2024
Q4 | $4.15M | Buy |
72,068
+1,903
| +3% | +$109K | 2.98% | 7 |
|
|
2024
Q3 | $4.18M | Buy |
70,165
+5,101
| +8% | +$304K | 3.31% | 6 |
|
|
2024
Q2 | $3.69M | Buy |
65,064
+10,546
| +19% | +$598K | 3.49% | 6 |
|
|
2024
Q1 | $3.15M | Buy |
54,518
+1,144
| +2% | +$66.2K | 2.19% | 9 |
|
|
2023
Q4 | $2.93M | Buy |
+53,374
| New | +$2.93M | 2.86% | 6 |
|
|
2022
Q3 | $779K | Buy |
+15,204
| New | +$779K | 1.03% | 15 |
|