SAM
Smartleaf Asset Management’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 | $2.7M | Sell |
47,580
-27,933
| -37% | -$1.58M | 0.24% | 86 |
|
|
2025
Q1 | $4.28M | Buy |
75,513
+892
| +1% | +$50.6K | 0.41% | 50 |
|
|
2024
Q4 | $4.33M | Sell |
74,621
-13,318
| -15% | -$772K | 0.44% | 39 |
|
|
2024
Q3 | $5.22M | Buy |
87,939
+9,247
| +12% | +$549K | 0.63% | 25 |
|
|
2024
Q2 | $4.47M | Buy |
78,692
+14,035
| +22% | +$796K | 0.73% | 23 |
|
|
2024
Q1 | $3.74M | Sell |
64,657
-11,157
| -15% | -$645K | 0.72% | 27 |
|
|
2023
Q4 | $4.17M | Buy |
+75,814
| New | +$4.17M | 1.12% | 11 |
|