Private Client Services’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 | $2.51M | Buy |
44,137
+2,406
| +6% | +$137K | 0.98% | 29 |
|
|
2025
Q1 | $2.38M | Buy |
41,731
+1,218
| +3% | +$69.6K | 1.18% | 21 |
|
|
2024
Q4 | $2.33M | Buy |
40,513
+3,399
| +9% | +$196K | 1.25% | 21 |
|
|
2024
Q3 | $2.21M | Sell |
37,114
-8,202
| -18% | -$488K | 1.19% | 24 |
|
|
2024
Q2 | $2.57M | Sell |
45,316
-5,144
| -10% | -$292K | 1.61% | 17 |
|
|
2024
Q1 | $2.92M | Sell |
50,460
-248
| -0.5% | -$14.3K | 1.96% | 12 |
|
|
2023
Q4 | $2.79M | Buy |
+50,708
| New | +$2.79M | 2.29% | 8 |
|