Moseley Investment 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 | $2.15M | Buy |
37,827
+2,946
| +8% | +$167K | 0.74% | 38 |
|
|
2025
Q1 | $1.99M | Buy |
34,881
+3,059
| +10% | +$175K | 0.78% | 34 |
|
|
2024
Q4 | $1.83M | Buy |
31,822
+2,652
| +9% | +$153K | 0.71% | 35 |
|
|
2024
Q3 | $1.74M | Buy |
29,170
+5,883
| +25% | +$350K | 0.69% | 36 |
|
|
2024
Q2 | $1.32M | Buy |
23,287
+5,222
| +29% | +$296K | 0.61% | 41 |
|
|
2024
Q1 | $1.05M | Buy |
18,065
+6,540
| +57% | +$378K | 0.52% | 50 |
|
|
2023
Q4 | $634K | Buy |
11,525
+3,857
| +50% | +$212K | 0.35% | 70 |
|
|
2023
Q3 | $411K | Buy |
7,668
+2,838
| +59% | +$152K | 0.25% | 92 |
|
|
2023
Q2 | $267K | Buy |
+4,830
| New | +$267K | 0.16% | 118 |
|