Thrive Capital Management (Pennsylvania)’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
$5.19M Buy
91,350
+71,795
+367% +$4.08M 1.63% 10
2025
Q1
$1.12M Sell
19,555
-34,108
-64% -$1.95M 0.67% 44
2024
Q4
$3.09M Buy
53,663
+21,502
+67% +$1.24M 1.42% 18
2024
Q3
$1.91M Sell
32,161
-732
-2% -$43.6K 0.9% 34
2024
Q2
$1.86M Buy
32,893
+19,066
+138% +$1.08M 0.85% 39
2024
Q1
$800K Buy
+13,827
New +$800K 0.43% 46