TD Private Client Wealth’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 | $169K | Buy |
2,977
+1,286
| +76% | +$73.1K | ﹤0.01% | 670 |
|
|
2025
Q1 | $96.6K | Hold |
1,691
| – | – | ﹤0.01% | 712 |
|
|
2024
Q4 | $97.3K | Sell |
1,691
-27
| -2% | -$1.55K | ﹤0.01% | 720 |
|
|
2024
Q3 | $102K | Sell |
1,718
-704
| -29% | -$41.9K | ﹤0.01% | 710 |
|
|
2024
Q2 | $137K | Buy |
2,422
+491
| +25% | +$27.8K | ﹤0.01% | 640 |
|
|
2024
Q1 | $112K | Buy |
1,931
+1,526
| +377% | +$88.3K | ﹤0.01% | 670 |
|
|
2023
Q4 | $22.3K | Sell |
405
-268
| -40% | -$14.7K | ﹤0.01% | 938 |
|
|
2023
Q3 | $36K | Hold |
673
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $37.2K | Sell |
673
-45
| -6% | -$2.49K | ﹤0.01% | 841 |
|
|
2023
Q1 | $39.2K | Sell |
718
-22
| -3% | -$1.2K | ﹤0.01% | 821 |
|
|
2022
Q4 | $40.3K | Hold |
740
| – | – | ﹤0.01% | 789 |
|
|
2022
Q3 | $37.9K | Sell |
740
-1,815
| -71% | -$93K | ﹤0.01% | 780 |
|
|
2022
Q2 | $142K | Buy |
2,555
+2,224
| +672% | +$123K | 0.01% | 571 |
|
|
2022
Q1 | $20.3K | Buy |
+331
| New | +$20.3K | ﹤0.01% | 943 |
|