Wealthfront Advisers’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 | $10.2M | Buy |
179,334
+9,096
| +5% | +$517K | 0.03% | 219 |
|
|
2025
Q1 | $9.73M | Sell |
170,238
-2,891
| -2% | -$165K | 0.03% | 210 |
|
|
2024
Q4 | $9.96M | Buy |
173,129
+24,861
| +17% | +$1.43M | 0.03% | 186 |
|
|
2024
Q3 | $8.82M | Sell |
148,268
-1,203
| -0.8% | -$71.6K | 0.03% | 187 |
|
|
2024
Q2 | $8.47M | Sell |
149,471
-7,563
| -5% | -$429K | 0.03% | 172 |
|
|
2024
Q1 | $9.09M | Buy |
157,034
+14,203
| +10% | +$822K | 0.03% | 156 |
|
|
2023
Q4 | $7.85M | Sell |
142,831
-27,817
| -16% | -$1.53M | 0.03% | 159 |
|
|
2023
Q3 | $9.14M | Buy |
170,648
+31,157
| +22% | +$1.67M | 0.04% | 131 |
|
|
2023
Q2 | $7.72M | Buy |
139,491
+46,858
| +51% | +$2.59M | 0.03% | 155 |
|
|
2023
Q1 | $5.06M | Buy |
92,633
+42,974
| +87% | +$2.35M | 0.02% | 203 |
|
|
2022
Q4 | $2.71M | Buy |
49,659
+10,940
| +28% | +$596K | 0.01% | 320 |
|
|
2022
Q3 | $1.98M | Buy |
38,719
+9,588
| +33% | +$491K | 0.01% | 372 |
|
|
2022
Q2 | $1.62M | Buy |
29,131
+23,774
| +444% | +$1.32M | 0.01% | 417 |
|
|
2022
Q1 | $329K | Buy |
+5,357
| New | +$329K | ﹤0.01% | 695 |
|