Total Clarity Wealth 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 | $208K | Sell |
3,664
-14,720
| -80% | -$837K | 0.06% | 270 |
|
|
2025
Q1 | $1.06M | Hold |
18,384
| – | – | 0.35% | 77 |
|
|
2024
Q4 | $1.06M | Sell |
18,384
-534
| -3% | -$30.7K | 0.34% | 78 |
|
|
2024
Q3 | $1.13M | Sell |
18,918
-2,486
| -12% | -$148K | 0.36% | 75 |
|
|
2024
Q2 | $1.21M | Sell |
21,404
-910
| -4% | -$51.6K | 0.42% | 65 |
|
|
2024
Q1 | $1.29M | Sell |
22,314
-6,806
| -23% | -$394K | 0.45% | 61 |
|
|
2023
Q4 | $1.6M | Sell |
29,120
-3,137
| -10% | -$172K | 0.66% | 41 |
|
|
2023
Q3 | $1.73M | Buy |
32,257
+20,736
| +180% | +$1.11M | 0.83% | 28 |
|
|
2023
Q2 | $637K | Buy |
11,521
+445
| +4% | +$24.6K | 0.32% | 85 |
|
|
2023
Q1 | $605K | Buy |
11,076
+6,308
| +132% | +$344K | 0.33% | 77 |
|
|
2022
Q4 | $260K | Sell |
4,768
-63
| -1% | -$3.43K | 0.13% | 181 |
|
|
2022
Q3 | $247K | Buy |
4,831
+1,740
| +56% | +$89K | 0.15% | 176 |
|
|
2022
Q2 | $171K | Buy |
+3,091
| New | +$171K | 0.09% | 231 |
|
|
2022
Q1 | – | Sell |
-224
| Closed | -$14K | – | 574 |
|
|
2021
Q4 | $14K | Buy |
224
+64
| +40% | +$4K | 0.01% | 624 |
|
|
2021
Q3 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 676 |
|