Wellington Shields & Co’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 | $142K | Hold |
2,500
| – | – | 0.04% | 235 |
|
|
2025
Q1 | $143K | Hold |
2,500
| – | – | 0.04% | 232 |
|
|
2024
Q4 | $144K | Hold |
2,500
| – | – | 0.04% | 227 |
|
|
2024
Q3 | $149K | Hold |
2,500
| – | – | 0.05% | 236 |
|
|
2024
Q2 | $142K | Hold |
2,500
| – | – | 0.05% | 237 |
|
|
2024
Q1 | $145K | Buy |
2,500
+1,500
| +150% | +$86.8K | 0.05% | 231 |
|
|
2023
Q4 | $55K | Buy |
+1,000
| New | +$55K | 0.02% | 266 |
|