Simplicity Wealth’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 | $1.57M | Sell |
27,567
-1,560
| -5% | -$88.7K | 0.07% | 245 |
|
|
2025
Q1 | $1.66M | Buy |
29,127
+14,940
| +105% | +$854K | 0.13% | 179 |
|
|
2024
Q4 | $816K | Sell |
14,187
-848
| -6% | -$48.8K | 0.17% | 109 |
|
|
2024
Q3 | $895K | Sell |
15,035
-64,206
| -81% | -$3.82M | 0.08% | 212 |
|
|
2024
Q2 | $4.49M | Buy |
79,241
+4,640
| +6% | +$263K | 0.1% | 196 |
|
|
2024
Q1 | $4.32M | Buy |
+74,601
| New | +$4.32M | 0.1% | 201 |
|