PG
Patten Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
58,734
+8,168
| +16% | +$464K | 0.71% | 32 |
|
|
2025
Q1 | $2.89M | Buy |
50,566
+255
| +0.5% | +$14.6K | 0.66% | 35 |
|
|
2024
Q4 | $2.89M | Buy |
50,311
+5,537
| +12% | +$319K | 0.64% | 39 |
|
|
2024
Q3 | $2.66M | Buy |
44,774
+17,286
| +63% | +$1.03M | 0.59% | 46 |
|
|
2024
Q2 | $1.56M | Buy |
27,488
+11,709
| +74% | +$664K | 0.37% | 74 |
|
|
2024
Q1 | $913K | Buy |
+15,779
| New | +$913K | 0.22% | 124 |
|