RDA Financial Network’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
$4.32M Buy
75,904
+6,123
+9% +$348K 1.17% 13
2025
Q1
$3.99M Buy
69,781
+1,938
+3% +$111K 1.19% 16
2024
Q4
$3.9M Buy
67,843
+834
+1% +$48K 1.14% 16
2024
Q3
$3.99M Sell
67,009
-172
-0.3% -$10.2K 1.24% 16
2024
Q2
$3.81M Buy
67,181
+4,518
+7% +$256K 1.25% 16
2024
Q1
$3.63M Buy
62,663
+24,590
+65% +$1.42M 1.24% 19
2023
Q4
$2.09M Buy
38,073
+31,761
+503% +$1.75M 0.79% 35
2023
Q3
$338K Buy
+6,312
New +$338K 0.15% 147