Westside Investment Management’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 | $367K | Buy |
6,470
+4,370
| +208% | +$248K | 0.07% | 193 |
|
|
2025
Q1 | $120K | Buy |
2,100
+300
| +17% | +$17.1K | 0.03% | 289 |
|
|
2024
Q4 | $104K | Buy |
1,800
+200
| +13% | +$11.5K | 0.02% | 308 |
|
|
2024
Q3 | $90.9K | Buy |
1,600
+800
| +100% | +$45.4K | 0.02% | 325 |
|
|
2024
Q2 | $45.6K | Hold |
800
| – | – | 0.01% | 401 |
|
|
2024
Q1 | $45.9K | Buy |
800
+200
| +33% | +$11.5K | 0.01% | 393 |
|
|
2023
Q4 | $33K | Hold |
600
| – | – | 0.01% | 422 |
|
|
2023
Q3 | $32.1K | Hold |
600
| – | – | 0.01% | 411 |
|
|
2023
Q2 | $33K | Hold |
600
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $32.8K | Hold |
600
| – | – | 0.01% | 417 |
|
|
2022
Q4 | $32.7K | Buy |
+600
| New | +$32.7K | 0.08% | 143 |
|