Websterrogers Financial Advisors’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 | $2.48M | Sell |
43,620
-2,443
| -5% | -$139K | 0.79% | 29 |
|
|
2025
Q1 | $2.63M | Buy |
46,063
+3,403
| +8% | +$194K | 0.9% | 29 |
|
|
2024
Q4 | $2.45M | Buy |
42,660
+344
| +0.8% | +$19.8K | 0.85% | 28 |
|
|
2024
Q3 | $2.52M | Buy |
42,316
+15,302
| +57% | +$911K | 0.88% | 28 |
|
|
2024
Q2 | $1.53M | Buy |
27,014
+5,939
| +28% | +$337K | 0.55% | 32 |
|
|
2024
Q1 | $1.22M | Buy |
21,075
+1,639
| +8% | +$94.8K | 0.43% | 35 |
|
|
2023
Q4 | $1.07M | Buy |
19,436
+13,591
| +233% | +$747K | 0.45% | 34 |
|
|
2023
Q3 | $313K | Buy |
5,845
+864
| +17% | +$46.3K | 0.14% | 57 |
|
|
2023
Q2 | $276K | Buy |
+4,981
| New | +$276K | 0.12% | 57 |
|