SI
SimpliFi Inc’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 | $418K | Buy |
7,345
+186
| +3% | +$10.6K | 0.18% | 35 |
|
|
2025
Q1 | $409K | Buy |
7,159
+127
| +2% | +$7.26K | 0.19% | 34 |
|
|
2024
Q4 | $405K | Sell |
7,032
-396
| -5% | -$22.8K | 0.19% | 35 |
|
|
2024
Q3 | $442K | Buy |
7,428
+132
| +2% | +$7.86K | 0.2% | 34 |
|
|
2024
Q2 | $414K | Sell |
7,296
-343
| -4% | -$19.4K | 0.19% | 33 |
|
|
2024
Q1 | $442K | Buy |
7,639
+749
| +11% | +$43.3K | 0.2% | 30 |
|
|
2023
Q4 | $369K | Hold |
6,890
| – | – | 0.18% | 27 |
|
|
2023
Q3 | $369K | Buy |
6,890
+122
| +2% | +$6.53K | 0.18% | 27 |
|
|
2023
Q2 | $374K | Buy |
6,768
+2,258
| +50% | +$125K | 0.18% | 29 |
|
|
2023
Q1 | $246K | Buy |
+4,510
| New | +$246K | 0.12% | 31 |
|