Salem Investment Counselors’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 | $73.5K | Buy |
1,292
+100
| +8% | +$5.69K | ﹤0.01% | 516 |
|
2025
Q1 | $68.1K | Buy |
1,192
+75
| +7% | +$4.29K | ﹤0.01% | 519 |
|
2024
Q4 | $64.7K | Buy |
1,117
+25
| +2% | +$1.45K | ﹤0.01% | 529 |
|
2024
Q3 | $65K | Sell |
1,092
-3,325
| -75% | -$198K | ﹤0.01% | 535 |
|
2024
Q2 | $250K | Buy |
4,417
+3,075
| +229% | +$174K | 0.01% | 333 |
|
2024
Q1 | $77.6K | Buy |
1,342
+200
| +18% | +$11.6K | ﹤0.01% | 485 |
|
2023
Q4 | $63.3K | Buy |
1,142
+287
| +34% | +$15.9K | ﹤0.01% | 505 |
|
2023
Q3 | $45.8K | Buy |
855
+368
| +76% | +$19.7K | ﹤0.01% | 535 |
|
2023
Q2 | $26.9K | Hold |
487
| – | – | ﹤0.01% | 637 |
|
2023
Q1 | $26.6K | Buy |
487
+2
| +0.4% | +$109 | ﹤0.01% | 645 |
|
2022
Q4 | $26.6K | Buy |
+485
| New | +$26.6K | ﹤0.01% | 616 |
|