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 |
|