Moser 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 | $2.97M | Sell |
52,300
-450
| -0.9% | -$25.6K | 1.43% | 18 |
|
|
2025
Q1 | $3.01M | Buy |
52,750
+5,275
| +11% | +$301K | 1.58% | 17 |
|
|
2024
Q4 | $2.73M | Buy |
47,475
+2,750
| +6% | +$158K | 1.42% | 16 |
|
|
2024
Q3 | $2.66M | Buy |
44,725
+5,280
| +13% | +$314K | 1.38% | 20 |
|
|
2024
Q2 | $2.24M | Buy |
39,445
+4,250
| +12% | +$241K | 1.22% | 22 |
|
|
2024
Q1 | $2.04M | Buy |
35,195
+6,050
| +21% | +$350K | 1.13% | 24 |
|
|
2023
Q4 | $1.6M | Buy |
29,145
+600
| +2% | +$33K | 1.02% | 23 |
|
|
2023
Q3 | $1.53M | Buy |
28,545
+1,030
| +4% | +$55.2K | 1.07% | 26 |
|
|
2023
Q2 | $1.52M | Buy |
+27,515
| New | +$1.52M | 1.02% | 27 |
|
|
2022
Q4 | $1.37M | Buy |
25,180
+7,100
| +39% | +$387K | 1.03% | 28 |
|
|
2022
Q3 | $926K | Buy |
18,080
+3,450
| +24% | +$177K | 0.72% | 37 |
|
|
2022
Q2 | $811K | Buy |
14,630
+4,930
| +51% | +$273K | 0.6% | 43 |
|
|
2022
Q1 | $596K | Buy |
+9,700
| New | +$596K | 0.37% | 51 |
|