Pinnacle Family Advisors’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 | $437K | Buy |
7,688
+142
| +2% | +$8.07K | 0.21% | 77 |
|
|
2025
Q1 | $431K | Sell |
7,546
-344
| -4% | -$19.7K | 0.23% | 77 |
|
|
2024
Q4 | $454K | Buy |
7,890
+296
| +4% | +$17K | 0.22% | 75 |
|
|
2024
Q3 | $452K | Buy |
7,594
+141
| +2% | +$8.39K | 0.23% | 76 |
|
|
2024
Q2 | $422K | Sell |
7,453
-704
| -9% | -$39.9K | 0.23% | 70 |
|
|
2024
Q1 | $472K | Buy |
8,157
+526
| +7% | +$30.4K | 0.25% | 58 |
|
|
2023
Q4 | $420K | Buy |
7,631
+516
| +7% | +$28.4K | 0.25% | 63 |
|
|
2023
Q3 | $381K | Buy |
7,115
+557
| +8% | +$29.8K | 0.22% | 59 |
|
|
2023
Q2 | $363K | Buy |
6,558
+2,127
| +48% | +$118K | 0.2% | 76 |
|
|
2023
Q1 | $242K | Buy |
+4,431
| New | +$242K | 0.15% | 87 |
|