Wealthcare Advisory 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 | $16.1M | Buy |
282,659
+38,911
| +16% | +$2.21M | 0.37% | 55 |
|
|
2025
Q1 | $13.9M | Buy |
243,748
+9,310
| +4% | +$532K | 0.37% | 56 |
|
|
2024
Q4 | $13.5M | Buy |
234,438
+10,910
| +5% | +$628K | 0.37% | 53 |
|
|
2024
Q3 | $13.3M | Sell |
223,528
-36,656
| -14% | -$2.18M | 0.38% | 53 |
|
|
2024
Q2 | $14.7M | Buy |
260,184
+3,078
| +1% | +$174K | 0.46% | 44 |
|
|
2024
Q1 | $14.9M | Sell |
257,106
-12,088
| -4% | -$699K | 0.49% | 45 |
|
|
2023
Q4 | $14.8M | Buy |
269,194
+138,186
| +105% | +$7.6M | 0.59% | 42 |
|
|
2023
Q3 | $7.02M | Buy |
131,008
+11,674
| +10% | +$625K | 0.32% | 62 |
|
|
2023
Q2 | $6.6M | Buy |
119,334
+20,428
| +21% | +$1.13M | 0.3% | 68 |
|
|
2023
Q1 | $5.4M | Buy |
98,906
+63,853
| +182% | +$3.49M | 0.23% | 81 |
|
|
2022
Q4 | $1.91M | Buy |
+35,053
| New | +$1.91M | 0.09% | 167 |
|