United Advisor Group’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 | $2.29M | Sell |
40,202
-1,283
| -3% | -$72.9K | 0.4% | 67 |
|
|
2025
Q1 | $2.37M | Sell |
41,485
-495
| -1% | -$28.3K | 0.49% | 55 |
|
|
2024
Q4 | $2.42M | Buy |
41,980
+14,637
| +54% | +$842K | 0.48% | 51 |
|
|
2024
Q3 | $1.63M | Buy |
27,343
+7,104
| +35% | +$423K | 0.37% | 68 |
|
|
2024
Q2 | $1.15M | Buy |
20,239
+5,227
| +35% | +$296K | 0.36% | 71 |
|
|
2024
Q1 | $869K | Buy |
+15,012
| New | +$869K | 0.33% | 83 |
|