Seaview Investment Managers’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 | $836K | Buy |
14,697
+929
| +7% | +$52.8K | 0.18% | 70 |
|
2025
Q1 | $787K | Sell |
13,768
-1,638
| -11% | -$93.6K | 0.19% | 58 |
|
2024
Q4 | $886K | Buy |
15,406
+5,902
| +62% | +$340K | 0.25% | 45 |
|
2024
Q3 | $566K | Sell |
9,504
-1,694
| -15% | -$101K | 0.17% | 47 |
|
2024
Q2 | $635K | Buy |
11,198
+3,146
| +39% | +$178K | 0.19% | 45 |
|
2024
Q1 | $466K | Buy |
+8,052
| New | +$466K | 0.14% | 49 |
|
2023
Q4 | – | Sell |
-4,342
| Closed | -$233K | – | 99 |
|
2023
Q3 | $233K | Sell |
4,342
-174
| -4% | -$9.32K | 0.08% | 81 |
|
2023
Q2 | $250K | Sell |
4,516
-1,194
| -21% | -$66.1K | 0.08% | 79 |
|
2023
Q1 | $312K | Buy |
5,710
+1,764
| +45% | +$96.3K | 0.11% | 74 |
|
2022
Q4 | $215K | Sell |
3,946
-153
| -4% | -$8.34K | 0.09% | 79 |
|
2022
Q3 | $210K | Buy |
+4,099
| New | +$210K | 0.09% | 78 |
|