Strategic Family Wealth Counselors’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 | $564K | Sell |
9,913
-1,486
| -13% | -$84.5K | 0.16% | 87 |
|
|
2025
Q1 | $651K | Buy |
11,399
+1,986
| +21% | +$113K | 0.21% | 76 |
|
|
2024
Q4 | $542K | Sell |
9,413
-494
| -5% | -$28.4K | 0.18% | 77 |
|
|
2024
Q3 | $590K | Buy |
9,907
+1,424
| +17% | +$84.7K | 0.21% | 71 |
|
|
2024
Q2 | $481K | Buy |
8,483
+2,164
| +34% | +$123K | 0.18% | 71 |
|
|
2024
Q1 | $366K | Buy |
6,319
+1,084
| +21% | +$62.7K | 0.14% | 77 |
|
|
2023
Q4 | $288K | Buy |
+5,235
| New | +$288K | 0.12% | 88 |
|