Meridian 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 | $1.32M | Buy |
23,306
+3,239
| +16% | +$184K | 0.06% | 264 |
|
|
2025
Q1 | $1.15M | Buy |
20,067
+926
| +5% | +$52.9K | 0.06% | 266 |
|
|
2024
Q4 | $1.1M | Buy |
19,141
+1,945
| +11% | +$112K | 0.05% | 276 |
|
|
2024
Q3 | $1.02M | Sell |
17,196
-1,033
| -6% | -$61.5K | 0.05% | 278 |
|
|
2024
Q2 | $1.03M | Buy |
+18,229
| New | +$1.03M | 0.12% | 112 |
|
|
2024
Q1 | – | Sell |
-19,314
| Closed | -$1.06M | – | 354 |
|
|
2023
Q4 | $1.06M | Buy |
19,314
+1,159
| +6% | +$63.7K | 0.07% | 246 |
|
|
2023
Q3 | $972K | Buy |
18,155
+5,558
| +44% | +$298K | 0.06% | 236 |
|
|
2023
Q2 | $697K | Buy |
12,597
+2,175
| +21% | +$120K | 0.06% | 261 |
|
|
2023
Q1 | $569K | Buy |
10,422
+4,819
| +86% | +$263K | 0.05% | 294 |
|
|
2022
Q4 | $305K | Buy |
+5,603
| New | +$305K | 0.03% | 409 |
|
|
2022
Q3 | – | Sell |
-5,850
| Closed | -$324K | – | 532 |
|
|
2022
Q2 | $324K | Buy |
+5,850
| New | +$324K | 0.03% | 427 |
|