Whittier Trust’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 | $2.56K | Buy |
+45
| New | +$2.56K | ﹤0.01% | 1394 |
|
|
2024
Q4 | – | Sell |
-1,810
| Closed | -$108K | – | 1580 |
|
|
2024
Q3 | $108K | Buy |
+1,810
| New | +$108K | ﹤0.01% | 775 |
|
|
2023
Q4 | – | Sell |
-912
| Closed | -$48.8K | – | 1592 |
|
|
2023
Q3 | $48.8K | Hold |
912
| – | – | ﹤0.01% | 930 |
|
|
2023
Q2 | $50.5K | Buy |
+912
| New | +$50.5K | ﹤0.01% | 929 |
|