Tiemann Investment 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
Q1 | – | Sell |
-3,225
| Closed | -$186K | – | 196 |
|
|
2024
Q4 | $186K | Sell |
3,225
-500
| -13% | -$28.8K | 0.08% | 192 |
|
|
2024
Q3 | $222K | Hold |
3,725
| – | – | 0.1% | 179 |
|
|
2024
Q2 | $211K | Hold |
3,725
| – | – | 0.09% | 176 |
|
|
2024
Q1 | $216K | Buy |
3,725
+200
| +6% | +$11.6K | 0.1% | 186 |
|
|
2023
Q4 | $194K | Sell |
3,525
-1,175
| -25% | -$64.6K | 0.09% | 186 |
|
|
2023
Q3 | $252K | Hold |
4,700
| – | – | 0.13% | 150 |
|
|
2023
Q2 | $260K | Sell |
4,700
-200
| -4% | -$11.1K | 0.13% | 157 |
|
|
2023
Q1 | $268K | Buy |
4,900
+1,025
| +26% | +$56K | 0.15% | 154 |
|
|
2022
Q4 | $211K | Sell |
3,875
-2,000
| -34% | -$109K | 0.12% | 182 |
|
|
2022
Q3 | $301K | Buy |
5,875
+200
| +4% | +$10.2K | 0.2% | 118 |
|
|
2022
Q2 | $315K | Buy |
5,675
+250
| +5% | +$13.9K | 0.17% | 133 |
|
|
2022
Q1 | $333K | Buy |
5,425
+50
| +0.9% | +$3.07K | 0.15% | 144 |
|
|
2021
Q4 | $340K | Buy |
5,375
+250
| +5% | +$15.8K | 0.14% | 154 |
|
|
2021
Q3 | $306K | Buy |
+5,125
| New | +$306K | 0.15% | 150 |
|