Wealth Enhancement Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87M | Sell |
1,527,917
-182,939
| -11% | -$10.4M | 0.14% | 142 |
|
|
2025
Q1 | $97.8M | Buy |
1,710,856
+130,869
| +8% | +$7.48M | 0.19% | 102 |
|
|
2024
Q4 | $90.9M | Buy |
1,579,987
+172,482
| +12% | +$9.92M | 0.17% | 120 |
|
|
2024
Q3 | $83.8M | Sell |
1,407,505
-228,619
| -14% | -$13.6M | 0.18% | 116 |
|
|
2024
Q2 | $92.7M | Buy |
1,636,124
+131,938
| +9% | +$7.48M | 0.22% | 94 |
|
|
2024
Q1 | $87M | Buy |
1,504,186
+82,660
| +6% | +$4.78M | 0.23% | 96 |
|
|
2023
Q4 | $78.2M | Buy |
1,421,526
+838,342
| +144% | +$46.1M | 0.23% | 97 |
|
|
2023
Q3 | $31.2M | Buy |
+583,184
| New | +$31.2M | 0.1% | 202 |
|
|
2023
Q2 | – | Sell |
-7,875
| Closed | -$430K | – | 544 |
|
|
2023
Q1 | $430K | Buy |
+7,875
| New | +$430K | 0.01% | 400 |
|