WhitTier Trust Company’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 | $940K | Buy |
16,546
+15,042
| +1,000% | +$855K | 0.02% | 318 |
|
|
2025
Q1 | $85.9K | Buy |
1,504
+1,000
| +198% | +$57.1K | ﹤0.01% | 646 |
|
|
2024
Q4 | $29K | Hold |
504
| – | – | ﹤0.01% | 868 |
|
|
2024
Q3 | $30K | Sell |
504
-1
| -0.2% | -$60 | ﹤0.01% | 861 |
|
|
2024
Q2 | $28.6K | Sell |
505
-211
| -29% | -$12K | ﹤0.01% | 820 |
|
|
2024
Q1 | $41.4K | Buy |
716
+367
| +105% | +$21.2K | ﹤0.01% | 720 |
|
|
2023
Q4 | $19.2K | Buy |
+349
| New | +$19.2K | ﹤0.01% | 850 |
|