Wills Financial 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 | $336K | Sell |
5,908
-521
| -8% | -$29.6K | 0.15% | 54 |
|
|
2025
Q1 | $367K | Buy |
6,429
+300
| +5% | +$17.1K | 0.16% | 53 |
|
|
2024
Q4 | $353K | Buy |
6,129
+2,172
| +55% | +$125K | 0.15% | 54 |
|
|
2024
Q3 | $235K | Hold |
3,957
| – | – | 0.1% | 62 |
|
|
2024
Q2 | $224K | Buy |
3,957
+200
| +5% | +$11.3K | 0.1% | 61 |
|
|
2024
Q1 | $217K | Hold |
3,757
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $207K | Buy |
+3,757
| New | +$207K | 0.1% | 58 |
|