Van Hulzen Asset 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 | $2.19M | Buy |
38,526
+2,354
| +7% | +$134K | 0.18% | 97 |
|
|
2025
Q1 | $2.07M | Buy |
36,172
+820
| +2% | +$46.9K | 0.19% | 100 |
|
|
2024
Q4 | $2.03M | Buy |
35,352
+2,013
| +6% | +$116K | 0.15% | 115 |
|
|
2024
Q3 | $1.98M | Buy |
33,339
+190
| +0.6% | +$11.3K | 0.14% | 120 |
|
|
2024
Q2 | $1.88M | Buy |
33,149
+573
| +2% | +$32.5K | 0.13% | 117 |
|
|
2024
Q1 | $1.89M | Buy |
32,576
+14,374
| +79% | +$832K | 0.12% | 119 |
|
|
2023
Q4 | $1M | Buy |
18,202
+1,007
| +6% | +$55.4K | 0.07% | 157 |
|
|
2023
Q3 | $921K | Buy |
17,195
+12,091
| +237% | +$648K | 0.07% | 156 |
|
|
2023
Q2 | $282K | Buy |
+5,104
| New | +$282K | 0.02% | 248 |
|