Wealthcare Capital Management’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 | $488K | Buy |
8,580
+1,702
| +25% | +$96.8K | 0.05% | 52 |
|
|
2025
Q1 | $393K | Sell |
6,878
-549
| -7% | -$31.4K | 0.04% | 60 |
|
|
2024
Q4 | $427K | Sell |
7,427
-11,723
| -61% | -$674K | 0.04% | 63 |
|
|
2024
Q3 | $1.14M | Sell |
19,150
-210
| -1% | -$12.5K | 0.11% | 33 |
|
|
2024
Q2 | $1.1M | Buy |
19,360
+3,020
| +18% | +$171K | 0.12% | 32 |
|
|
2024
Q1 | $945K | Buy |
16,340
+8,745
| +115% | +$506K | 0.11% | 37 |
|
|
2023
Q4 | $418K | Buy |
+7,595
| New | +$418K | 0.05% | 56 |
|