MCIA
Mountain Capital Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
233,308
+1,843
| +0.8% | +$105K | 2.55% | 7 |
|
|
2025
Q1 | $12.7M | Buy |
231,465
+34,177
| +17% | +$1.87M | 2.72% | 8 |
|
|
2024
Q4 | $11.5M | Buy |
197,288
+34,544
| +21% | +$2.02M | 2.39% | 9 |
|
|
2024
Q3 | $9.76M | Buy |
162,744
+42,509
| +35% | +$2.55M | 2.14% | 9 |
|
|
2024
Q2 | $6.84M | Buy |
120,235
+36,382
| +43% | +$2.07M | 1.7% | 8 |
|
|
2024
Q1 | $4.8M | Buy |
83,853
+60,531
| +260% | +$3.46M | 1.34% | 8 |
|
|
2023
Q4 | $1.29M | Buy |
23,322
+1,782
| +8% | +$98.2K | 0.43% | 10 |
|
|
2023
Q3 | $1.16M | Buy |
21,540
+4,729
| +28% | +$254K | 0.43% | 11 |
|
|
2023
Q2 | $940K | Buy |
16,811
+10,306
| +158% | +$576K | 0.35% | 44 |
|
|
2023
Q1 | $357K | Buy |
6,505
+2,251
| +53% | +$123K | 0.16% | 54 |
|
|
2022
Q4 | $235K | Buy |
+4,254
| New | +$235K | 0.11% | 68 |
|