Secured Retirement 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
Q1 | – | Sell |
-16,986
| Closed | -$977K | – | 145 |
|
|
2024
Q4 | $977K | Sell |
16,986
-341
| -2% | -$19.6K | 0.56% | 77 |
|
|
2024
Q3 | $1.03M | Buy |
17,327
+1,396
| +9% | +$83.1K | 0.74% | 54 |
|
|
2024
Q2 | $903K | Buy |
15,931
+903
| +6% | +$51.2K | 0.7% | 52 |
|
|
2024
Q1 | $870K | Buy |
15,028
+972
| +7% | +$56.2K | 0.74% | 52 |
|
|
2023
Q4 | $773K | Buy |
+14,056
| New | +$773K | 0.74% | 51 |
|