Waller Financial Planning 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 | $378K | Sell |
6,650
-13
| -0.2% | -$739 | 0.09% | 56 |
|
|
2025
Q1 | $381K | Buy |
6,663
+851
| +15% | +$48.6K | 0.11% | 56 |
|
|
2024
Q4 | $334K | Buy |
5,812
+1,041
| +22% | +$59.9K | 0.08% | 55 |
|
|
2024
Q3 | $284K | Sell |
4,771
-153
| -3% | -$9.11K | 0.07% | 58 |
|
|
2024
Q2 | $279K | Buy |
4,924
+776
| +19% | +$44K | 0.08% | 57 |
|
|
2024
Q1 | $240K | Buy |
+4,148
| New | +$240K | 0.06% | 56 |
|