Tyler-Stone 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 | $723K | Hold |
12,724
| – | – | 0.12% | 163 |
|
|
2025
Q1 | $727K | Hold |
12,724
| – | – | 0.13% | 146 |
|
|
2024
Q4 | $732K | Hold |
12,724
| – | – | 0.13% | 142 |
|
|
2024
Q3 | $757K | Buy |
12,724
+8,290
| +187% | +$493K | 0.14% | 134 |
|
|
2024
Q2 | $251K | Hold |
4,434
| – | – | 0.1% | 171 |
|
|
2024
Q1 | $257K | Buy |
4,434
+1,969
| +80% | +$114K | 0.11% | 164 |
|
|
2023
Q4 | $136K | Buy |
+2,465
| New | +$136K | 0.07% | 220 |
|