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 |
|