SMART 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 | $8.49M | Buy |
149,371
+24,505
| +20% | +$1.39M | 2.66% | 4 |
|
|
2025
Q1 | $7.13M | Buy |
124,866
+16,432
| +15% | +$939K | 2.56% | 7 |
|
|
2024
Q4 | $6.24M | Buy |
108,434
+22,663
| +26% | +$1.3M | 2.22% | 12 |
|
|
2024
Q3 | $5.1M | Buy |
85,771
+9,563
| +13% | +$569K | 2% | 15 |
|
|
2024
Q2 | $4.32M | Buy |
76,208
+16,907
| +29% | +$958K | 1.75% | 17 |
|
|
2024
Q1 | $3.43M | Buy |
59,301
+54,671
| +1,181% | +$3.16M | 1.55% | 22 |
|
|
2023
Q4 | $255K | Buy |
+4,630
| New | +$255K | 0.14% | 72 |
|