Tortoise Investment Management’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 | $569 | Sell |
10
-50
| -83% | -$2.85K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $3.43K | Hold |
60
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $3.45K | Sell |
60
-900
| -94% | -$51.8K | ﹤0.01% | 709 |
|
|
2024
Q3 | $57.1K | Sell |
960
-3,700
| -79% | -$220K | 0.01% | 390 |
|
|
2024
Q2 | $264K | Buy |
4,660
+10
| +0.2% | +$567 | 0.03% | 191 |
|
|
2024
Q1 | $269K | Buy |
4,650
+4,600
| +9,200% | +$266K | 0.03% | 187 |
|
|
2023
Q4 | $2.75K | Hold |
50
| – | – | ﹤0.01% | 671 |
|
|
2023
Q3 | $2.68K | Buy |
+50
| New | +$2.68K | ﹤0.01% | 665 |
|