Wealth Advisors of Iowa’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 | – | Sell |
-271,552
| Closed | -$15.5M | – | 79 |
|
|
2025
Q1 | $15.5M | Buy |
271,552
+29,298
| +12% | +$1.67M | 6.67% | 6 |
|
|
2024
Q4 | $13.9M | Buy |
242,254
+9,754
| +4% | +$561K | 7.03% | 5 |
|
|
2024
Q3 | $13.8M | Buy |
232,500
+11,591
| +5% | +$690K | 7.04% | 5 |
|
|
2024
Q2 | $12.4M | Buy |
220,909
+81,706
| +59% | +$4.6M | 6.93% | 5 |
|
|
2024
Q1 | $8.05M | Buy |
139,203
+31,997
| +30% | +$1.85M | 4.9% | 7 |
|
|
2023
Q4 | $5.89M | Buy |
107,206
+47,940
| +81% | +$2.64M | 3.96% | 8 |
|
|
2023
Q3 | $3.17M | Buy |
59,266
+45,284
| +324% | +$2.43M | 2.23% | 9 |
|
|
2023
Q2 | $774K | Buy |
+13,982
| New | +$774K | 0.56% | 20 |
|