TritonPoint Wealth’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 | $1.18M | Buy |
20,757
+1,786
| +9% | +$102K | 0.11% | 143 |
|
|
2025
Q1 | $1.08M | Buy |
18,971
+4,799
| +34% | +$274K | 0.1% | 150 |
|
|
2024
Q4 | $821K | Buy |
14,172
+939
| +7% | +$54.4K | 0.07% | 172 |
|
|
2024
Q3 | $786K | Buy |
13,233
+1,285
| +11% | +$76.3K | 0.07% | 170 |
|
|
2024
Q2 | $677K | Buy |
11,948
+2,343
| +24% | +$133K | 0.07% | 172 |
|
|
2024
Q1 | $497K | Buy |
9,605
+643
| +7% | +$33.2K | 0.05% | 204 |
|
|
2023
Q4 | $497K | Buy |
+8,962
| New | +$497K | 0.05% | 215 |
|