MRA Advisory Group’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 | $860K | Buy |
15,121
+799
| +6% | +$45.4K | 0.4% | 32 |
|
|
2025
Q1 | $818K | Buy |
14,322
+134
| +0.9% | +$7.66K | 0.44% | 30 |
|
|
2024
Q4 | $816K | Buy |
14,188
+1,464
| +12% | +$84.2K | 0.43% | 34 |
|
|
2024
Q3 | $757K | Sell |
12,724
-20,285
| -61% | -$1.21M | 0.41% | 32 |
|
|
2024
Q2 | $1.87M | Sell |
33,009
-132,608
| -80% | -$7.52M | 1.07% | 21 |
|
|
2024
Q1 | $9.58M | Buy |
165,617
+3,173
| +2% | +$184K | 5.72% | 4 |
|
|
2023
Q4 | $8.93M | Buy |
162,444
+35,325
| +28% | +$1.94M | 5.89% | 4 |
|
|
2023
Q3 | $6.81M | Sell |
127,119
-8,883
| -7% | -$476K | 4.86% | 1 |
|
|
2023
Q2 | $7.52M | Buy |
136,002
+132,019
| +3,315% | +$7.3M | 5.18% | 1 |
|
|
2023
Q1 | $217K | Buy |
+3,983
| New | +$217K | 0.16% | 112 |
|