Rollins Financial 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 | $383K | Sell |
6,740
-826
| -11% | -$47K | 0.06% | 94 |
|
|
2025
Q1 | $432K | Sell |
7,566
-248
| -3% | -$14.2K | 0.08% | 87 |
|
|
2024
Q4 | $450K | Buy |
7,814
+427
| +6% | +$24.6K | 0.07% | 87 |
|
|
2024
Q3 | $440K | Buy |
7,387
+2,024
| +38% | +$120K | 0.07% | 86 |
|
|
2024
Q2 | $304K | Buy |
5,363
+1,588
| +42% | +$90K | 0.05% | 101 |
|
|
2024
Q1 | $218K | Buy |
+3,775
| New | +$218K | 0.04% | 112 |
|