Retirement Planning Group (Kansas)’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 | $3.43M | Buy |
60,402
+7,361
| +14% | +$418K | 0.15% | 57 |
|
|
2025
Q1 | $3.03M | Sell |
53,041
-492
| -0.9% | -$28.1K | 0.14% | 59 |
|
|
2024
Q4 | $3.08M | Buy |
53,533
+7,052
| +15% | +$406K | 0.15% | 56 |
|
|
2024
Q3 | $2.77M | Buy |
46,481
+349
| +0.8% | +$20.8K | 0.15% | 71 |
|
|
2024
Q2 | $2.61M | Buy |
46,132
+34,979
| +314% | +$1.98M | 0.17% | 56 |
|
|
2024
Q1 | $645K | Buy |
11,153
+618
| +6% | +$35.8K | 0.05% | 125 |
|
|
2023
Q4 | $579K | Sell |
10,535
-519
| -5% | -$28.5K | 0.05% | 110 |
|
|
2023
Q3 | $592K | Buy |
11,054
+40
| +0.4% | +$2.14K | 0.06% | 87 |
|
|
2023
Q2 | $609K | Buy |
11,014
+2,833
| +35% | +$157K | 0.06% | 94 |
|
|
2023
Q1 | $447K | Buy |
8,181
+912
| +13% | +$49.8K | 0.05% | 98 |
|
|
2022
Q4 | $396K | Buy |
7,269
+3,289
| +83% | +$179K | 0.05% | 99 |
|
|
2022
Q3 | $204K | Buy |
+3,980
| New | +$204K | 0.03% | 122 |
|