WealthShield 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 | $18K | Buy |
316
+267
| +545% | +$15.2K | ﹤0.01% | 475 |
|
|
2025
Q1 | $2.8K | Sell |
49
-348
| -88% | -$19.9K | ﹤0.01% | 514 |
|
|
2024
Q4 | $23K | Hold |
397
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $23.6K | Hold |
397
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $22.5K | Hold |
397
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $23K | Sell |
397
-131
| -25% | -$7.58K | ﹤0.01% | 392 |
|
|
2023
Q4 | $29.3K | Hold |
528
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $28.3K | Hold |
528
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $29.2K | Hold |
528
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $28.8K | Buy |
+528
| New | +$28.8K | ﹤0.01% | 403 |
|