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