Omni 360 Wealth’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 | $1.1M | Buy |
19,302
+656
| +4% | +$37.3K | 0.54% | 39 |
|
2025
Q1 | $1.07M | Buy |
18,646
+429
| +2% | +$24.5K | 0.62% | 32 |
|
2024
Q4 | $1.05M | Sell |
18,217
-1,562
| -8% | -$89.9K | 0.66% | 39 |
|
2024
Q3 | $1.18M | Buy |
19,779
+404
| +2% | +$24K | 0.77% | 35 |
|
2024
Q2 | $1.1M | Buy |
19,375
+934
| +5% | +$52.9K | 0.82% | 32 |
|
2024
Q1 | $1.07M | Sell |
18,441
-2,039
| -10% | -$118K | 0.87% | 29 |
|
2023
Q4 | $1.13M | Buy |
+20,480
| New | +$1.13M | 1.05% | 25 |
|