Souders Financial Advisors’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 | $612K | Sell |
10,758
-2,316
| -18% | -$132K | 0.08% | 119 |
|
|
2025
Q1 | $747K | Buy |
13,074
+179
| +1% | +$10.2K | 0.1% | 109 |
|
|
2024
Q4 | $742K | Sell |
12,895
-3,072
| -19% | -$177K | 0.1% | 110 |
|
|
2024
Q3 | $950K | Sell |
15,967
-218
| -1% | -$13K | 0.13% | 103 |
|
|
2024
Q2 | $917K | Buy |
16,185
+1,963
| +14% | +$111K | 0.14% | 99 |
|
|
2024
Q1 | $823K | Buy |
14,222
+1,126
| +9% | +$65.2K | 0.13% | 104 |
|
|
2023
Q4 | $720K | Sell |
13,096
-431
| -3% | -$23.7K | 0.12% | 105 |
|
|
2023
Q3 | $725K | Buy |
13,527
+2,020
| +18% | +$108K | 0.14% | 99 |
|
|
2023
Q2 | $637K | Buy |
+11,507
| New | +$637K | 0.12% | 111 |
|
|
2023
Q1 | – | Sell |
-10,096
| Closed | -$550K | – | 153 |
|
|
2022
Q4 | $550K | Buy |
10,096
+1,432
| +17% | +$78K | 0.13% | 106 |
|
|
2022
Q3 | $444K | Buy |
+8,664
| New | +$444K | 0.12% | 114 |
|