TAGStone Capital’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 | $401K | Buy |
7,145
+720
| +11% | +$40.4K | 0.17% | 86 |
|
|
2025
Q1 | $367K | Buy |
6,425
+114
| +2% | +$6.51K | 0.18% | 75 |
|
|
2024
Q4 | $366K | Buy |
6,311
+123
| +2% | +$7.13K | 0.18% | 71 |
|
|
2024
Q3 | $368K | Buy |
6,188
+110
| +2% | +$6.54K | 0.19% | 71 |
|
|
2024
Q2 | $344K | Buy |
6,078
+110
| +2% | +$6.23K | 0.2% | 71 |
|
|
2024
Q1 | $345K | Buy |
5,968
+108
| +2% | +$6.24K | 0.2% | 69 |
|
|
2023
Q4 | $325K | Buy |
5,860
+120
| +2% | +$6.66K | 0.21% | 66 |
|
|
2023
Q3 | $307K | Buy |
5,740
+102
| +2% | +$5.46K | 0.23% | 69 |
|
|
2023
Q2 | $312K | Buy |
5,638
+126
| +2% | +$6.97K | 0.22% | 68 |
|
|
2023
Q1 | $301K | Buy |
+5,512
| New | +$301K | 0.23% | 67 |
|