WealthPlan Investment 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 | $1.85M | Buy |
32,461
+9,700
| +43% | +$551K | 0.13% | 131 |
|
|
2025
Q1 | $1.3M | Buy |
22,761
+1,895
| +9% | +$108K | 0.13% | 120 |
|
|
2024
Q4 | $1.2M | Buy |
20,866
+2,404
| +13% | +$138K | 0.12% | 123 |
|
|
2024
Q3 | $1.1M | Buy |
18,462
+357
| +2% | +$21.2K | 0.11% | 123 |
|
|
2024
Q2 | $1.03M | Sell |
18,105
-65,108
| -78% | -$3.69M | 0.16% | 97 |
|
|
2024
Q1 | $4.81M | Buy |
83,213
+16,966
| +26% | +$982K | 0.73% | 58 |
|
|
2023
Q4 | $3.64M | Buy |
66,247
+1,797
| +3% | +$98.8K | 0.58% | 61 |
|
|
2023
Q3 | $3.45M | Buy |
64,450
+26,527
| +70% | +$1.42M | 0.61% | 57 |
|
|
2023
Q2 | $2.1M | Sell |
37,923
-12,355
| -25% | -$684K | 0.63% | 55 |
|
|
2023
Q1 | $2.75M | Sell |
50,278
-78,925
| -61% | -$4.31M | 0.47% | 61 |
|
|
2022
Q4 | $7.11M | Buy |
129,203
+11,158
| +9% | +$614K | 0.5% | 56 |
|
|
2022
Q3 | $6.56M | Buy |
+118,045
| New | +$6.56M | 0.48% | 61 |
|