STAR Financial Bank’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 | $4.19M | Buy |
73,696
+59,292
| +412% | +$3.37M | 2.66% | 4 |
|
|
2025
Q1 | $823K | Sell |
14,404
-479
| -3% | -$27.4K | 0.6% | 44 |
|
|
2024
Q4 | $856K | Buy |
14,883
+5,085
| +52% | +$293K | 0.62% | 40 |
|
|
2024
Q3 | $583K | Sell |
9,798
-23,777
| -71% | -$1.41M | 0.39% | 57 |
|
|
2024
Q2 | $1.9M | Buy |
33,575
+7,331
| +28% | +$416K | 1.47% | 12 |
|
|
2024
Q1 | $1.52M | Buy |
26,244
+980
| +4% | +$56.7K | 1.3% | 21 |
|
|
2023
Q4 | $1.39M | Buy |
25,264
+1,285
| +5% | +$70.6K | 1.26% | 22 |
|
|
2023
Q3 | $1.28M | Buy |
23,979
+35
| +0.1% | +$1.88K | 1.32% | 20 |
|
|
2023
Q2 | $1.32M | Buy |
23,944
+1,673
| +8% | +$92.6K | 1.24% | 23 |
|
|
2023
Q1 | $1.22M | Buy |
22,271
+4,785
| +27% | +$261K | 1.18% | 21 |
|
|
2022
Q4 | $953K | Buy |
+17,486
| New | +$953K | 0.95% | 33 |
|