SPA
Sentinel Pension Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
4,066
-75
| -2% | -$4.26K | 0.04% | 111 |
|
|
2025
Q1 | $237K | Buy |
4,141
+57
| +1% | +$3.26K | 0.04% | 102 |
|
|
2024
Q4 | $235K | Buy |
4,084
+543
| +15% | +$31.2K | 0.04% | 102 |
|
|
2024
Q3 | $211K | Buy |
+3,541
| New | +$211K | 0.04% | 110 |
|
|
2024
Q2 | – | Sell |
-4,414
| Closed | -$255K | – | 114 |
|
|
2024
Q1 | $255K | Buy |
4,414
+307
| +7% | +$17.8K | 0.05% | 88 |
|
|
2023
Q4 | $226K | Buy |
+4,107
| New | +$226K | 0.05% | 89 |
|