Stelac Advisory Services’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 | $3.35M | Buy |
+58,906
| New | +$3.35M | 1.27% | 25 |
|
|
2025
Q1 | – | Sell |
-75,302
| Closed | -$4.35M | – | 112 |
|
|
2024
Q4 | $4.35M | Hold |
75,302
| – | – | 1.7% | 17 |
|
|
2024
Q3 | $4.48M | Buy |
75,302
+15,626
| +26% | +$930K | 1.82% | 19 |
|
|
2024
Q2 | $3.38M | Buy |
59,676
+341
| +0.6% | +$19.3K | 1.42% | 21 |
|
|
2024
Q1 | $3.43M | Sell |
59,335
-3,627
| -6% | -$210K | 1.61% | 18 |
|
|
2023
Q4 | $3.48M | Buy |
62,962
+6,601
| +12% | +$365K | 1.87% | 18 |
|
|
2023
Q3 | $3.02M | Buy |
+56,361
| New | +$3.02M | 1.65% | 17 |
|