Strategic Financial Concepts’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 | $1.22M | Sell |
21,429
-1,358
| -6% | -$77.2K | 0.17% | 69 |
|
2025
Q1 | $1.3M | Buy |
22,787
+159
| +0.7% | +$9.09K | 0.24% | 89 |
|
2024
Q4 | $1.3M | Sell |
22,628
-5,682
| -20% | -$327K | 0.25% | 83 |
|
2024
Q3 | $1.68M | Sell |
28,310
-1,020,948
| -97% | -$60.8M | 0.54% | 40 |
|
2024
Q2 | $18.4K | Buy |
1,049,258
+1,032,746
| +6,255% | +$18.1K | 0.01% | 344 |
|
2024
Q1 | $955K | Buy |
+16,512
| New | +$955K | 0.23% | 100 |
|
2023
Q4 | – | Sell |
-14,326
| Closed | -$767K | – | 205 |
|
2023
Q3 | $767K | Buy |
14,326
+1,671
| +13% | +$89.5K | 0.26% | 94 |
|
2023
Q2 | $700K | Buy |
12,655
+5,865
| +86% | +$325K | 0.26% | 91 |
|
2023
Q1 | $371K | Buy |
+6,790
| New | +$371K | 0.15% | 138 |
|