WealthPLAN 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 | – | Sell |
-7,387
| Closed | -$422K | – | 261 |
|
|
2025
Q1 | $422K | Buy |
7,387
+2,242
| +44% | +$128K | 0.06% | 178 |
|
|
2024
Q4 | $296K | Sell |
5,145
-1,140
| -18% | -$65.6K | 0.04% | 215 |
|
|
2024
Q3 | $374K | Buy |
6,285
+682
| +12% | +$40.6K | 0.05% | 206 |
|
|
2024
Q2 | $318K | Sell |
5,603
-98,638
| -95% | -$5.59M | 0.03% | 245 |
|
|
2024
Q1 | $6.03M | Buy |
104,241
+1,382
| +1% | +$80K | 0.62% | 45 |
|
|
2023
Q4 | $5.66M | Buy |
102,859
+2,718
| +3% | +$149K | 0.58% | 56 |
|
|
2023
Q3 | $5.36M | Buy |
100,141
+31,354
| +46% | +$1.68M | 0.62% | 51 |
|
|
2023
Q2 | $3.81M | Sell |
68,787
-9,587
| -12% | -$530K | 0.54% | 46 |
|
|
2023
Q1 | $4.28M | Sell |
78,374
-50,923
| -39% | -$2.78M | 0.49% | 56 |
|
|
2022
Q4 | $7.1M | Buy |
+129,297
| New | +$7.1M | 0.5% | 56 |
|