Tempus Wealth Planning’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 | $1.06M | Hold |
18,639
| – | – | 0.26% | 107 |
|
|
2025
Q1 | $1.07M | Buy |
18,639
+8,550
| +85% | +$489K | 0.32% | 91 |
|
|
2024
Q4 | $580K | Buy |
+10,089
| New | +$580K | 0.18% | 125 |
|
|
2024
Q2 | – | Sell |
-7,481
| Closed | -$433K | – | 214 |
|
|
2024
Q1 | $433K | Sell |
7,481
-490
| -6% | -$28.4K | 0.19% | 123 |
|
|
2023
Q4 | $438K | Buy |
+7,971
| New | +$438K | 0.19% | 112 |
|