Walled Lake Planning & 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 | $462K | Sell |
8,122
-1,555
| -16% | -$88.4K | 0.15% | 76 |
|
|
2025
Q1 | $553K | Sell |
9,677
-86
| -0.9% | -$4.91K | 0.2% | 63 |
|
|
2024
Q4 | $562K | Sell |
9,763
-158
| -2% | -$9.09K | 0.21% | 62 |
|
|
2024
Q3 | $590K | Buy |
9,921
+108
| +1% | +$6.43K | 0.22% | 58 |
|
|
2024
Q2 | $556K | Buy |
9,813
+1,689
| +21% | +$95.7K | 0.23% | 56 |
|
|
2024
Q1 | $470K | Buy |
8,124
+80
| +1% | +$4.63K | 0.19% | 58 |
|
|
2023
Q4 | $442K | Sell |
8,044
-84
| -1% | -$4.62K | 0.21% | 50 |
|
|
2023
Q3 | $435K | Sell |
8,128
-20
| -0.2% | -$1.07K | 0.22% | 46 |
|
|
2023
Q2 | $451K | Buy |
8,148
+99
| +1% | +$5.48K | 0.22% | 46 |
|
|
2023
Q1 | $439K | Buy |
+8,049
| New | +$439K | 0.23% | 48 |
|