Personal CFO Solutions’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 | $765K | Buy |
13,452
+1,714
| +15% | +$97.4K | 0.14% | 156 |
|
|
2025
Q1 | $671K | Sell |
11,738
-225
| -2% | -$12.9K | 0.14% | 164 |
|
|
2024
Q4 | $688K | Buy |
11,963
+2,925
| +32% | +$168K | 0.14% | 162 |
|
|
2024
Q3 | $538K | Sell |
9,038
-606
| -6% | -$36.1K | 0.08% | 249 |
|
|
2024
Q2 | $547K | Sell |
9,644
-506
| -5% | -$28.7K | 0.08% | 234 |
|
|
2024
Q1 | $587K | Sell |
10,150
-90,744
| -90% | -$5.25M | 0.09% | 214 |
|
|
2023
Q4 | $5.55M | Sell |
100,894
-2,435
| -2% | -$134K | 0.96% | 17 |
|
|
2023
Q3 | $5.53M | Sell |
103,329
-8,213
| -7% | -$440K | 1.09% | 16 |
|
|
2023
Q2 | $6.17M | Buy |
111,542
+3,011
| +3% | +$167K | 1.25% | 16 |
|
|
2023
Q1 | $5.93M | Buy |
108,531
+6,600
| +6% | +$360K | 1.22% | 14 |
|
|
2022
Q4 | $5.55M | Buy |
101,931
+3,976
| +4% | +$217K | 1.18% | 13 |
|
|
2022
Q3 | $5.02M | Buy |
97,955
+320
| +0.3% | +$16.4K | 1.26% | 16 |
|
|
2022
Q2 | $5.41M | Buy |
97,635
+1,800
| +2% | +$99.8K | 1.27% | 15 |
|
|
2022
Q1 | $5.88M | Buy |
+95,835
| New | +$5.88M | 1.16% | 18 |
|