Patrick M. Sweeney & Associates’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 | $320K | Buy |
5,625
+690
| +14% | +$39.3K | 0.22% | 113 |
|
|
2025
Q1 | $282K | Sell |
4,935
-1,361
| -22% | -$77.8K | 0.21% | 118 |
|
|
2024
Q4 | $362K | Buy |
6,296
+323
| +5% | +$18.6K | 0.27% | 94 |
|
|
2024
Q3 | $355K | Buy |
5,973
+829
| +16% | +$49.3K | 0.26% | 102 |
|
|
2024
Q2 | $283K | Buy |
5,144
+1,428
| +38% | +$78.6K | 0.23% | 109 |
|
|
2024
Q1 | $215K | Buy |
+3,716
| New | +$215K | 0.18% | 133 |
|