Penney Financial’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 | $4.91M | Buy |
86,324
+1,177
| +1% | +$66.9K | 2.49% | 12 |
|
|
2025
Q1 | $4.87M | Buy |
85,147
+4,755
| +6% | +$272K | 3.2% | 8 |
|
|
2024
Q4 | $4.62M | Buy |
80,392
+1,570
| +2% | +$90.3K | 3.1% | 8 |
|
|
2024
Q3 | $4.69M | Buy |
78,822
+386
| +0.5% | +$23K | 3.2% | 8 |
|
|
2024
Q2 | $4.45M | Sell |
78,436
-2,186
| -3% | -$124K | 3.25% | 8 |
|
|
2024
Q1 | $4.66M | Sell |
80,622
-318
| -0.4% | -$18.4K | 3.44% | 8 |
|
|
2023
Q4 | $4.45M | Buy |
+80,940
| New | +$4.45M | 3.68% | 8 |
|