Wealth Management Partners’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 | $312K | Buy |
5,501
+20
| +0.4% | +$1.13K | 0.11% | 111 |
|
|
2025
Q1 | $313K | Buy |
5,481
+40
| +0.7% | +$2.29K | 0.15% | 94 |
|
|
2024
Q4 | $313K | Buy |
5,441
+6
| +0.1% | +$345 | 0.14% | 98 |
|
|
2024
Q3 | $323K | Buy |
5,435
+5
| +0.1% | +$298 | 0.15% | 89 |
|
|
2024
Q2 | $308K | Sell |
5,430
-4,205
| -44% | -$238K | 0.15% | 83 |
|
|
2024
Q1 | $557K | Sell |
9,635
-185
| -2% | -$10.7K | 0.28% | 67 |
|
|
2023
Q4 | $540K | Buy |
9,820
+195
| +2% | +$10.7K | 0.3% | 65 |
|
|
2023
Q3 | $516K | Buy |
9,625
+1,187
| +14% | +$63.6K | 0.32% | 63 |
|
|
2023
Q2 | $467K | Sell |
8,438
-32
| -0.4% | -$1.77K | 0.29% | 66 |
|
|
2023
Q1 | $462K | Buy |
8,470
+470
| +6% | +$25.7K | 0.32% | 65 |
|
|
2022
Q4 | $461K | Sell |
8,000
-1,000
| -11% | -$57.7K | 0.38% | 57 |
|
|
2022
Q3 | $445K | Buy |
9,000
+2,000
| +29% | +$98.9K | 0.39% | 57 |
|
|
2022
Q2 | $387K | Buy |
7,000
+1,000
| +17% | +$55.3K | 0.34% | 59 |
|
|
2022
Q1 | $377K | Sell |
6,000
-1,000
| -14% | -$62.8K | 0.27% | 70 |
|
|
2021
Q4 | $437K | Buy |
7,000
+1,405
| +25% | +$87.7K | 0.3% | 70 |
|
|
2021
Q3 | $334K | Buy |
+5,595
| New | +$334K | 0.25% | 81 |
|