STA
Smith Thornton 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 | $251K | Sell |
4,413
-263
| -6% | -$15K | 0.14% | 118 |
|
|
2025
Q1 | $267K | Sell |
4,676
-395
| -8% | -$22.6K | 0.17% | 118 |
|
|
2024
Q4 | $292K | Buy |
5,071
+115
| +2% | +$6.62K | 0.18% | 114 |
|
|
2024
Q3 | $295K | Buy |
4,956
+200
| +4% | +$11.9K | 0.19% | 110 |
|
|
2024
Q2 | $270K | Buy |
+4,756
| New | +$270K | 0.2% | 110 |
|