Napa Wealth 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 | $443K | Sell |
7,786
-310
| -4% | -$17.6K | 0.21% | 112 |
|
|
2025
Q1 | $463K | Sell |
8,096
-4,251
| -34% | -$243K | 0.26% | 124 |
|
|
2024
Q4 | $710K | Buy |
12,347
+8,402
| +213% | +$483K | 0.31% | 92 |
|
|
2024
Q3 | $235K | Buy |
+3,945
| New | +$235K | 0.11% | 148 |
|
|
2024
Q1 | – | Sell |
-22,814
| Closed | -$1.25M | – | 89 |
|
|
2023
Q4 | $1.25M | Buy |
+22,814
| New | +$1.25M | 0.68% | 34 |
|