Wealthspan 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 | $3.75M | Buy |
65,902
+8,520
| +15% | +$484K | 1.55% | 19 |
|
|
2025
Q1 | $3.28M | Buy |
57,382
+12,341
| +27% | +$705K | 1.51% | 19 |
|
|
2024
Q4 | $2.59M | Buy |
45,041
+10,608
| +31% | +$610K | 1.24% | 21 |
|
|
2024
Q3 | $2.05M | Buy |
34,433
+7,552
| +28% | +$449K | 1.01% | 23 |
|
|
2024
Q2 | $1.52M | Buy |
26,881
+8,750
| +48% | +$496K | 0.84% | 26 |
|
|
2024
Q1 | $1.05M | Buy |
18,131
+5,122
| +39% | +$296K | 0.62% | 31 |
|
|
2023
Q4 | $715K | Buy |
13,009
+899
| +7% | +$49.4K | 0.5% | 33 |
|
|
2023
Q3 | $649K | Buy |
12,110
+847
| +8% | +$45.4K | 0.51% | 33 |
|
|
2023
Q2 | $623K | Buy |
11,263
+1,846
| +20% | +$102K | 0.49% | 34 |
|
|
2023
Q1 | $514K | Buy |
+9,417
| New | +$514K | 0.44% | 43 |
|