Sound Income Strategies’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 | $1.96M | Buy |
34,481
+714
| +2% | +$40.6K | 0.11% | 127 |
|
|
2025
Q1 | $1.93M | Buy |
33,767
+12,453
| +58% | +$712K | 0.11% | 122 |
|
|
2024
Q4 | $1.23M | Buy |
21,314
+138
| +0.7% | +$7.94K | 0.08% | 130 |
|
|
2024
Q3 | $1.26M | Sell |
21,176
-1,500
| -7% | -$89.3K | 0.08% | 124 |
|
|
2024
Q2 | $1.29M | Buy |
22,676
+89
| +0.4% | +$5.04K | 0.08% | 124 |
|
|
2024
Q1 | $1.31M | Sell |
22,587
-2,843
| -11% | -$164K | 0.1% | 118 |
|
|
2023
Q4 | $1.4M | Buy |
25,430
+877
| +4% | +$48.2K | 0.12% | 107 |
|
|
2023
Q3 | $1.32M | Buy |
24,553
+850
| +4% | +$45.5K | 0.11% | 92 |
|
|
2023
Q2 | $1.31M | Buy |
23,703
+11,146
| +89% | +$617K | 0.13% | 90 |
|
|
2023
Q1 | $686K | Buy |
+12,557
| New | +$686K | 0.07% | 104 |
|