Wealthspire Advisors (New York)’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 | $1.83M | Buy |
32,201
+24,928
| +343% | +$1.42M | 0.01% | 290 |
|
|
2025
Q1 | $416K | Sell |
7,273
-100
| -1% | -$5.71K | ﹤0.01% | 564 |
|
|
2024
Q4 | $424K | Buy |
+7,373
| New | +$424K | ﹤0.01% | 558 |
|
|
2024
Q3 | – | Sell |
-32,689
| Closed | -$1.85M | – | 764 |
|
|
2024
Q2 | $1.85M | Buy |
+32,689
| New | +$1.85M | 0.02% | 215 |
|
|
2023
Q4 | – | Sell |
-4,344
| Closed | -$233K | – | 653 |
|
|
2023
Q3 | $233K | Buy |
+4,344
| New | +$233K | ﹤0.01% | 533 |
|