SteelPeak Wealth’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 | $2.38M | Sell |
41,813
-689
| -2% | -$39.2K | 0.09% | 172 |
|
|
2025
Q1 | $2.43M | Buy |
42,502
+644
| +2% | +$36.8K | 0.1% | 151 |
|
|
2024
Q4 | $2.42M | Buy |
41,858
+5,415
| +15% | +$314K | 0.1% | 151 |
|
|
2024
Q3 | $2.17M | Buy |
36,443
+3,196
| +10% | +$190K | 0.09% | 158 |
|
|
2024
Q2 | $1.88M | Sell |
33,247
-3,286
| -9% | -$186K | 0.09% | 168 |
|
|
2024
Q1 | $2.11M | Buy |
36,533
+4,079
| +13% | +$236K | 0.11% | 150 |
|
|
2023
Q4 | $1.8M | Buy |
32,454
+3,353
| +12% | +$186K | 0.1% | 155 |
|
|
2023
Q3 | $1.56M | Buy |
29,101
+1,495
| +5% | +$80.1K | 0.1% | 153 |
|
|
2023
Q2 | $1.53M | Buy |
27,606
+3,276
| +13% | +$181K | 0.09% | 144 |
|
|
2023
Q1 | $1.33M | Sell |
24,330
-614
| -2% | -$33.5K | 0.09% | 146 |
|
|
2022
Q4 | $1.37M | Buy |
24,944
+772
| +3% | +$42.5K | 0.1% | 152 |
|
|
2022
Q3 | $1.24M | Sell |
24,172
-92
| -0.4% | -$4.71K | 0.09% | 152 |
|
|
2022
Q2 | $1.35M | Sell |
24,264
-1,000
| -4% | -$55.4K | 0.1% | 146 |
|
|
2022
Q1 | $1.55M | Sell |
25,264
-279
| -1% | -$17.1K | 0.09% | 133 |
|
|
2021
Q4 | $1.61M | Sell |
25,543
-481
| -2% | -$30.4K | 0.09% | 126 |
|
|
2021
Q3 | $1.55M | Buy |
26,024
+4,469
| +21% | +$266K | 0.1% | 122 |
|
|
2021
Q2 | $1.31M | Buy |
+21,555
| New | +$1.31M | 0.09% | 143 |
|