MONECO 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 | – | Sell |
-9,947
| Closed | -$568K | – | 477 |
|
|
2025
Q1 | $568K | Buy |
9,947
+683
| +7% | +$39K | 0.06% | 256 |
|
|
2024
Q4 | $533K | Sell |
9,264
-3,525
| -28% | -$203K | 0.06% | 268 |
|
|
2024
Q3 | $761K | Buy |
12,789
+233
| +2% | +$13.9K | 0.09% | 193 |
|
|
2024
Q2 | $712K | Sell |
12,556
-1,169
| -9% | -$66.3K | 0.1% | 186 |
|
|
2024
Q1 | $794K | Buy |
13,725
+2,164
| +19% | +$125K | 0.13% | 180 |
|
|
2023
Q4 | $636K | Buy |
11,561
+7,674
| +197% | +$422K | 0.12% | 187 |
|
|
2023
Q3 | $208K | Buy |
3,887
+261
| +7% | +$14K | 0.06% | 318 |
|
|
2023
Q2 | $201K | Buy |
+3,626
| New | +$201K | 0.05% | 330 |
|