Vivid 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 | $5.82M | Sell |
102,365
-3,860
| -4% | -$219K | 2.56% | 7 |
|
|
2025
Q1 | $6.07M | Buy |
106,225
+2,708
| +3% | +$155K | 3.04% | 6 |
|
|
2024
Q4 | $5.96M | Buy |
103,517
+2,528
| +3% | +$145K | 3.01% | 6 |
|
|
2024
Q3 | $6.01M | Buy |
100,989
+15,958
| +19% | +$950K | 3.14% | 6 |
|
|
2024
Q2 | $4.82M | Buy |
85,031
+25,335
| +42% | +$1.44M | 2.7% | 6 |
|
|
2024
Q1 | $3.45M | Buy |
59,696
+1,283
| +2% | +$74.2K | 2.16% | 21 |
|
|
2023
Q4 | $3.21M | Buy |
+58,413
| New | +$3.21M | 2.18% | 20 |
|