Triumph Capital 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 | $1.86M | Sell |
32,705
-1,169
| -3% | -$66.5K | 0.56% | 38 |
|
|
2025
Q1 | $1.94M | Sell |
33,874
-13,361
| -28% | -$763K | 0.64% | 32 |
|
|
2024
Q4 | $2.72M | Buy |
47,235
+6,981
| +17% | +$402K | 0.93% | 25 |
|
|
2024
Q3 | $2.4M | Sell |
40,254
-1,145
| -3% | -$68.1K | 0.85% | 25 |
|
|
2024
Q2 | $2.35M | Sell |
41,399
-7,497
| -15% | -$425K | 0.92% | 23 |
|
|
2024
Q1 | $2.82M | Buy |
48,896
+7,661
| +19% | +$441K | 1.15% | 18 |
|
|
2023
Q4 | $2.28M | Sell |
41,235
-16,781
| -29% | -$930K | 0.97% | 22 |
|
|
2023
Q3 | $3.11M | Buy |
58,016
+2,643
| +5% | +$142K | 1.41% | 15 |
|
|
2023
Q2 | $3.06M | Buy |
55,373
+32,624
| +143% | +$1.81M | 1.39% | 17 |
|
|
2023
Q1 | $1.24M | Buy |
+22,749
| New | +$1.24M | 0.63% | 32 |
|