Panoramic Investment Advisors’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 | $2.87M | Buy |
50,494
+813
| +2% | +$46.2K | 1.76% | 16 |
|
|
2025
Q1 | $2.84M | Sell |
49,681
-792
| -2% | -$45.3K | 1.92% | 13 |
|
|
2024
Q4 | $2.9M | Buy |
50,473
+2,065
| +4% | +$119K | 1.89% | 13 |
|
|
2024
Q3 | $2.88M | Buy |
+48,408
| New | +$2.88M | 1.99% | 11 |
|
|
2024
Q1 | $2.65M | Buy |
45,749
+5,257
| +13% | +$304K | 1.95% | 12 |
|
|
2023
Q4 | $2.23M | Buy |
40,492
+6,061
| +18% | +$333K | 1.92% | 13 |
|
|
2023
Q3 | $1.84M | Buy |
+34,431
| New | +$1.84M | 1.7% | 17 |
|
|
2022
Q4 | $620K | Buy |
+11,375
| New | +$620K | 0.64% | 43 |
|