MGB 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 | $215K | Sell |
3,790
-350
| -8% | -$19.9K | 0.07% | 204 |
|
|
2025
Q1 | $237K | Hold |
4,140
| – | – | 0.09% | 190 |
|
|
2024
Q4 | $238K | Sell |
4,140
-500
| -11% | -$28.8K | 0.07% | 178 |
|
|
2024
Q3 | $276K | Sell |
4,640
-90
| -2% | -$5.36K | 0.1% | 157 |
|
|
2024
Q2 | $269K | Hold |
4,730
| – | – | 0.1% | 162 |
|
|
2024
Q1 | $274K | Sell |
4,730
-155
| -3% | -$8.97K | 0.11% | 159 |
|
|
2023
Q4 | $269K | Buy |
+4,885
| New | +$269K | 0.14% | 154 |
|