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 |
|