MN 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 | $213K | Sell |
3,749
-1,184
| -24% | -$67.3K | 0.12% | 106 |
|
|
2025
Q1 | $282K | Buy |
+4,933
| New | +$282K | 0.17% | 89 |
|
|
2024
Q4 | – | Sell |
-16,544
| Closed | -$985K | – | 100 |
|
|
2024
Q3 | $985K | Buy |
16,544
+12,004
| +264% | +$714K | 0.56% | 40 |
|
|
2024
Q2 | $257K | Buy |
+4,540
| New | +$257K | 0.15% | 89 |
|
|
2024
Q1 | – | Sell |
-14,010
| Closed | -$770K | – | 92 |
|
|
2023
Q4 | $770K | Buy |
+14,010
| New | +$770K | 0.53% | 45 |
|