Sequoia Financial 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
Q2 | $1.04M | Sell |
18,229
-3,274
| -15% | -$186K | 0.01% | 667 |
|
|
2025
Q1 | $1.23M | Buy |
21,503
+15,185
| +240% | +$868K | 0.01% | 551 |
|
|
2024
Q4 | $363K | Buy |
6,318
+75
| +1% | +$4.32K | ﹤0.01% | 929 |
|
|
2024
Q3 | $372K | Sell |
6,243
-9,737
| -61% | -$579K | ﹤0.01% | 870 |
|
|
2024
Q2 | $906K | Buy |
15,980
+4,524
| +39% | +$256K | 0.01% | 498 |
|
|
2024
Q1 | $663K | Buy |
11,456
+5,731
| +100% | +$332K | 0.01% | 594 |
|
|
2023
Q4 | $315K | Buy |
+5,725
| New | +$315K | ﹤0.01% | 906 |
|