Resonant Capital Advisors’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 | $9.31M | Buy |
163,711
+3,121
| +2% | +$177K | 0.59% | 41 |
|
|
2025
Q1 | $9.18M | Buy |
160,590
+14,924
| +10% | +$853K | 0.64% | 37 |
|
|
2024
Q4 | $8.43M | Buy |
145,666
+6,121
| +4% | +$354K | 0.62% | 39 |
|
|
2024
Q3 | $8.3M | Buy |
139,545
+7,546
| +6% | +$449K | 0.61% | 35 |
|
|
2024
Q2 | $7.48M | Buy |
131,999
+17,874
| +16% | +$1.01M | 0.61% | 39 |
|
|
2024
Q1 | $6.6M | Buy |
114,125
+9,194
| +9% | +$532K | 0.56% | 41 |
|
|
2023
Q4 | $5.81M | Buy |
+104,931
| New | +$5.81M | 0.56% | 40 |
|