Principle Wealth Partners’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 | $6.35M | Sell |
111,704
-10,124
| -8% | -$576K | 0.4% | 50 |
|
|
2025
Q1 | $6.96M | Buy |
121,828
+9,432
| +8% | +$539K | 0.5% | 45 |
|
|
2024
Q4 | $6.47M | Buy |
112,396
+1,820
| +2% | +$105K | 0.45% | 50 |
|
|
2024
Q3 | $6.58M | Buy |
110,576
+4,104
| +4% | +$244K | 0.47% | 50 |
|
|
2024
Q2 | $6.03M | Buy |
106,472
+432
| +0.4% | +$24.5K | 0.46% | 50 |
|
|
2024
Q1 | $6.14M | Buy |
106,040
+2,175
| +2% | +$126K | 0.48% | 52 |
|
|
2023
Q4 | $5.71M | Sell |
103,865
-3,664
| -3% | -$201K | 0.49% | 51 |
|
|
2023
Q3 | $5.76M | Buy |
107,529
+100,771
| +1,491% | +$5.4M | 0.58% | 48 |
|
|
2023
Q2 | $374K | Buy |
6,758
+1,421
| +27% | +$78.6K | 0.04% | 235 |
|
|
2023
Q1 | $291K | Sell |
5,337
-736
| -12% | -$40.2K | 0.03% | 260 |
|
|
2022
Q4 | $331K | Buy |
6,073
+667
| +12% | +$36.3K | 0.04% | 236 |
|
|
2022
Q3 | $277 | Buy |
5,406
+1,543
| +40% | +$79 | 0.03% | 242 |
|
|
2022
Q2 | $214K | Buy |
+3,863
| New | +$214K | 0.03% | 289 |
|