United Capital Financial Advisors’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 | $1.72M | Buy |
30,323
+1,935
| +7% | +$110K | 0.01% | 471 |
|
|
2025
Q1 | $1.62M | Buy |
28,388
+2,364
| +9% | +$135K | 0.01% | 465 |
|
|
2024
Q4 | $1.5M | Buy |
26,024
+1,333
| +5% | +$76.7K | 0.01% | 475 |
|
|
2024
Q3 | $1.47M | Sell |
24,691
-1,479
| -6% | -$88K | 0.01% | 463 |
|
|
2024
Q2 | $1.48M | Sell |
26,170
-7,823
| -23% | -$443K | 0.01% | 452 |
|
|
2024
Q1 | $1.97M | Buy |
33,993
+28,025
| +470% | +$1.62M | 0.02% | 430 |
|
|
2023
Q4 | $328K | Buy |
+5,968
| New | +$328K | ﹤0.01% | 836 |
|
|
2023
Q2 | – | Sell |
-21,180
| Closed | -$1.16M | – | 933 |
|
|
2023
Q1 | $1.16M | Sell |
21,180
-45,149
| -68% | -$2.47M | 0.01% | 543 |
|
|
2022
Q4 | $3.61M | Sell |
66,329
-12,238
| -16% | -$667K | 0.02% | 377 |
|
|
2022
Q3 | $4.03M | Buy |
78,567
+16,537
| +27% | +$847K | 0.02% | 355 |
|
|
2022
Q2 | $3.44M | Buy |
62,030
+30,182
| +95% | +$1.67M | 0.02% | 402 |
|
|
2022
Q1 | $1.96M | Buy |
31,848
+8,914
| +39% | +$547K | 0.01% | 516 |
|
|
2021
Q4 | $1.45M | Buy |
22,934
+1,686
| +8% | +$107K | 0.01% | 605 |
|
|
2021
Q3 | $1.27M | Buy |
+21,248
| New | +$1.27M | 0.01% | 613 |
|