SEIA
Signature Estate & Investment 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 | $3.24M | Buy |
56,943
+2,582
| +5% | +$147K | 0.07% | 116 |
|
|
2025
Q1 | $3.11M | Buy |
54,361
+5,716
| +12% | +$327K | 0.08% | 110 |
|
|
2024
Q4 | $2.8M | Buy |
48,645
+2,862
| +6% | +$165K | 0.07% | 107 |
|
|
2024
Q3 | $2.72M | Buy |
45,783
+7,137
| +18% | +$425K | 0.06% | 104 |
|
|
2024
Q2 | $2.19M | Buy |
38,646
+9,268
| +32% | +$525K | 0.05% | 126 |
|
|
2024
Q1 | $1.7M | Buy |
29,378
+3,488
| +13% | +$202K | 0.05% | 77 |
|
|
2023
Q4 | $1.42M | Buy |
25,890
+3,735
| +17% | +$205K | 0.04% | 86 |
|
|
2023
Q3 | $1.19M | Sell |
22,155
-3,118
| -12% | -$167K | 0.04% | 86 |
|
|
2023
Q2 | $1.4M | Sell |
25,273
-4,039
| -14% | -$223K | 0.05% | 86 |
|
|
2023
Q1 | $1.6M | Buy |
29,312
+12,366
| +73% | +$675K | 0.06% | 80 |
|
|
2022
Q4 | $923K | Buy |
16,946
+7,818
| +86% | +$426K | 0.03% | 100 |
|
|
2022
Q3 | $468K | Buy |
9,128
+442
| +5% | +$22.7K | 0.02% | 117 |
|
|
2022
Q2 | $482K | Buy |
+8,686
| New | +$482K | 0.02% | 117 |
|