West Wealth Group’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 | $204K | Sell |
3,643
-2,971
| -45% | -$166K | 0.05% | 108 |
|
|
2025
Q1 | $376K | Buy |
6,614
+663
| +11% | +$37.6K | 0.11% | 63 |
|
|
2024
Q4 | $342K | Sell |
5,951
-62
| -1% | -$3.57K | 0.1% | 64 |
|
|
2024
Q3 | $358K | Sell |
6,013
-213
| -3% | -$12.7K | 0.12% | 57 |
|
|
2024
Q2 | $353K | Sell |
6,226
-1,064
| -15% | -$60.3K | 0.12% | 60 |
|
|
2024
Q1 | $422K | Buy |
+7,290
| New | +$422K | 0.16% | 50 |
|