Teamwork Financial Advisors’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 | $51.6M | Buy |
907,939
+154,252
| +20% | +$8.77M | 5.98% | 1 |
|
|
2025
Q1 | $43.1M | Buy |
753,687
+126,500
| +20% | +$7.23M | 5.74% | 2 |
|
|
2024
Q4 | $36.1M | Buy |
627,187
+39,204
| +7% | +$2.26M | 4.69% | 3 |
|
|
2024
Q3 | $35M | Sell |
587,983
-3,193
| -0.5% | -$190K | 4.85% | 2 |
|
|
2024
Q2 | $33.5M | Buy |
591,176
+301,811
| +104% | +$17.1M | 4.96% | 3 |
|
|
2024
Q1 | $16.7M | Buy |
289,365
+36,646
| +15% | +$2.12M | 2.58% | 8 |
|
|
2023
Q4 | $13.9M | Buy |
252,719
+9,409
| +4% | +$517K | 2.38% | 6 |
|
|
2023
Q3 | $13M | Buy |
243,310
+24,889
| +11% | +$1.33M | 2.13% | 6 |
|
|
2023
Q2 | $12.1M | Sell |
218,421
-37,217
| -15% | -$2.06M | 1.96% | 7 |
|
|
2023
Q1 | $14M | Buy |
255,638
+238,889
| +1,426% | +$13M | 2.58% | 5 |
|
|
2022
Q4 | $913K | Buy |
+16,749
| New | +$913K | 0.18% | 84 |
|