Sterling Manor Financial’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
$502K Buy
8,832
+409
+5% +$23.3K 0.33% 21
2025
Q1
$481K Sell
8,423
-61
-0.7% -$3.49K 0.34% 20
2024
Q4
$488K Buy
8,484
+56
+0.7% +$3.22K 0.34% 19
2024
Q3
$502K Buy
8,428
+830
+11% +$49.4K 0.34% 19
2024
Q2
$431K Buy
7,598
+83
+1% +$4.7K 0.33% 18
2024
Q1
$435K Buy
7,515
+848
+13% +$49.1K 0.33% 19
2023
Q4
$367K Buy
+6,667
New +$367K 0.31% 19