Oliver Lagore Vanvalin Investment 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 | $32.3K | Buy |
+565
| New | +$32.3K | 0.01% | 299 |
|
|
2024
Q4 | $36.2K | Buy |
630
+100
| +19% | +$5.75K | 0.01% | 288 |
|
|
2024
Q3 | $31.5K | Hold |
530
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $30K | Hold |
530
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $30.7K | Hold |
530
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $29.1K | Sell |
530
-1,197
| -69% | -$65.8K | 0.01% | 271 |
|
|
2023
Q3 | $92.5K | Buy |
1,727
+537
| +45% | +$28.8K | 0.04% | 172 |
|
|
2023
Q2 | $65.8K | Buy |
1,190
+190
| +19% | +$10.5K | 0.02% | 216 |
|
|
2023
Q1 | $54.6K | Buy |
+1,000
| New | +$54.6K | 0.02% | 187 |
|