Sanders Morris Harris’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 | $539K | Sell |
9,489
-2,742
| -22% | -$156K | 0.13% | 66 |
|
|
2025
Q1 | $698K | Buy |
12,231
+4,000
| +49% | +$228K | 0.11% | 123 |
|
|
2024
Q4 | $479K | Hold |
8,231
| – | – | 0.07% | 165 |
|
|
2024
Q3 | $490K | Hold |
8,231
| – | – | 0.08% | 156 |
|
|
2024
Q2 | $467K | Sell |
8,231
-2,000
| -20% | -$113K | 0.08% | 162 |
|
|
2024
Q1 | $592K | Buy |
10,231
+216
| +2% | +$12.5K | 0.11% | 140 |
|
|
2023
Q4 | $551K | Buy |
+10,015
| New | +$551K | 0.27% | 100 |
|