Triad Wealth Partners’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 | $713K | Buy |
12,549
+5,432
| +76% | +$309K | 0.14% | 110 |
|
|
2025
Q1 | $407K | Sell |
7,117
-1,759
| -20% | -$101K | 0.13% | 121 |
|
|
2024
Q4 | $511K | Buy |
+8,876
| New | +$511K | 0.18% | 88 |
|
|
2024
Q3 | – | Sell |
-7,587
| Closed | -$430K | – | 488 |
|
|
2024
Q2 | $430K | Buy |
7,587
+2,567
| +51% | +$146K | 0.23% | 44 |
|
|
2024
Q1 | $290K | Buy |
+5,020
| New | +$290K | 0.22% | 44 |
|