Montis Financial’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 | $8.28M | Buy |
145,602
+2,784
| +2% | +$158K | 2.3% | 11 |
|
|
2025
Q1 | $8.16M | Buy |
142,818
+41,534
| +41% | +$2.37M | 2.4% | 11 |
|
|
2024
Q4 | $5.83M | Buy |
101,284
+7,414
| +8% | +$427K | 1.8% | 14 |
|
|
2024
Q3 | $5.59M | Buy |
93,870
+37,650
| +67% | +$2.24M | 1.99% | 12 |
|
|
2024
Q2 | $3.19M | Buy |
56,220
+47,184
| +522% | +$2.67M | 1.46% | 13 |
|
|
2024
Q1 | $523K | Buy |
+9,036
| New | +$523K | 0.25% | 44 |
|