Trust Company of Vermont’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 | $53.4K | Sell |
940
-960
| -51% | -$54.6K | ﹤0.01% | 540 |
|
|
2025
Q1 | $109K | Hold |
1,900
| – | – | 0.01% | 408 |
|
|
2024
Q4 | $109K | Sell |
1,900
-300
| -14% | -$17.3K | 0.01% | 410 |
|
|
2024
Q3 | $131K | Hold |
2,200
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $125K | Sell |
2,200
-1,088
| -33% | -$61.7K | 0.01% | 366 |
|
|
2024
Q1 | $190K | Buy |
+3,288
| New | +$190K | 0.01% | 315 |
|