Oxinas Partners 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 | $2.53M | Buy |
44,442
+1,616
| +4% | +$91.9K | 1.3% | 23 |
|
2025
Q1 | $2.45M | Buy |
42,826
+498
| +1% | +$28.5K | 1.45% | 21 |
|
2024
Q4 | $2.44M | Sell |
42,328
-681
| -2% | -$39.2K | 1.43% | 21 |
|
2024
Q3 | $2.56M | Buy |
43,009
+5,092
| +13% | +$303K | 1.57% | 19 |
|
2024
Q2 | $2.15M | Sell |
37,917
-2,808
| -7% | -$159K | 1.43% | 21 |
|
2024
Q1 | $2.36M | Buy |
40,725
+2,255
| +6% | +$130K | 1.53% | 21 |
|
2023
Q4 | $2.12M | Buy |
38,470
+1,099
| +3% | +$60.4K | 1.5% | 23 |
|
2023
Q3 | $2M | Buy |
37,371
+298
| +0.8% | +$16K | 1.49% | 22 |
|
2023
Q2 | $2.05M | Buy |
37,073
+16,246
| +78% | +$899K | 1.35% | 22 |
|
2023
Q1 | $1.14M | Buy |
+20,827
| New | +$1.14M | 0.82% | 35 |
|