Strategic Wealth Partners’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 | $6.75M | Buy |
+118,794
| New | +$6.75M | 0.53% | 62 |
|
|
2024
Q4 | $5.57M | Buy |
94,026
+8,970
| +11% | +$532K | 0.46% | 75 |
|
|
2024
Q3 | $5.06M | Buy |
85,056
+4,796
| +6% | +$285K | 0.49% | 68 |
|
|
2024
Q2 | $4.55M | Buy |
80,260
+2,082
| +3% | +$118K | 0.48% | 72 |
|
|
2024
Q1 | $4.52M | Buy |
78,178
+784
| +1% | +$45.4K | 0.5% | 71 |
|
|
2023
Q4 | $4.26M | Buy |
77,394
+451
| +0.6% | +$24.8K | 0.52% | 67 |
|
|
2023
Q3 | $4.12M | Buy |
76,943
+18,797
| +32% | +$1.01M | 0.54% | 46 |
|
|
2023
Q2 | $3.22M | Buy |
58,146
+17,060
| +42% | +$944K | 0.42% | 72 |
|
|
2023
Q1 | $2.24M | Buy |
41,086
+25,663
| +166% | +$1.4M | 0.34% | 82 |
|
|
2022
Q4 | $840K | Buy |
+15,423
| New | +$840K | 0.16% | 134 |
|