Pinnacle 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 | $6.28M | Sell |
110,394
-49,373
| -31% | -$2.81M | 5.25% | 3 |
|
|
2025
Q1 | $9.13M | Buy |
+159,767
| New | +$9.13M | 10.28% | 3 |
|
|
2023
Q3 | – | Sell |
-148,189
| Closed | -$8.2M | – | 47 |
|
|
2023
Q2 | $8.2M | Buy |
+148,189
| New | +$8.2M | 8.27% | 1 |
|
|
2022
Q4 | $7.6M | Sell |
139,427
-3,129
| -2% | -$170K | 9.15% | 1 |
|
|
2022
Q3 | $7.3M | Buy |
+142,556
| New | +$7.3M | 8.87% | 1 |
|