Perissos Private 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 | $6.2M | Buy |
109,059
+4,865
| +5% | +$277K | 4.9% | 4 |
|
|
2025
Q1 | $5.95M | Buy |
104,194
+2,038
| +2% | +$116K | 5.43% | 4 |
|
|
2024
Q4 | $5.88M | Buy |
102,156
+8,734
| +9% | +$502K | 4.39% | 4 |
|
|
2024
Q3 | $5.56M | Buy |
93,422
+22,821
| +32% | +$1.36M | 4.46% | 4 |
|
|
2024
Q2 | $4M | Buy |
70,601
+12,009
| +20% | +$681K | 3.59% | 5 |
|
|
2024
Q1 | $3.39M | Buy |
+58,592
| New | +$3.39M | 3.07% | 7 |
|