New Century Financial 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 | – | Sell |
-8,769
| Closed | -$501K | – | 132 |
|
|
2025
Q1 | $501K | Sell |
8,769
-24,876
| -74% | -$1.42M | 0.58% | 59 |
|
|
2024
Q4 | $1.95M | Buy |
33,645
+4,771
| +17% | +$277K | 0.83% | 22 |
|
|
2024
Q3 | $1.72M | Buy |
28,874
+23,285
| +417% | +$1.39M | 0.63% | 32 |
|
|
2024
Q2 | $317K | Sell |
5,589
-9,768
| -64% | -$554K | 0.13% | 192 |
|
|
2024
Q1 | $889K | Buy |
+15,357
| New | +$889K | 0.62% | 52 |
|