Planning Directions’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 | $3.22M | Buy |
56,648
+425
| +0.8% | +$24.2K | 1.81% | 14 |
|
|
2025
Q1 | $3.21M | Buy |
56,223
+4,530
| +9% | +$259K | 1.37% | 20 |
|
|
2024
Q4 | $2.97M | Buy |
51,693
+11,281
| +28% | +$649K | 1.73% | 14 |
|
|
2024
Q3 | $2.4M | Buy |
40,412
+4,011
| +11% | +$239K | 1.43% | 15 |
|
|
2024
Q2 | $2.06M | Buy |
36,401
+11,970
| +49% | +$678K | 1.41% | 14 |
|
|
2024
Q1 | $1.41M | Buy |
24,431
+16,177
| +196% | +$936K | 0.98% | 21 |
|
|
2023
Q4 | $454K | Buy |
+8,254
| New | +$454K | 0.32% | 40 |
|