World Investment Advisors’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 | $11.4M | Buy |
200,262
+3,563
| +2% | +$203K | 0.26% | 83 |
|
|
2025
Q1 | $11.2M | Buy |
196,699
+19,726
| +11% | +$1.13M | 0.29% | 74 |
|
|
2024
Q4 | $10.2M | Buy |
176,973
+36,308
| +26% | +$2.09M | 0.28% | 79 |
|
|
2024
Q3 | $8.37M | Buy |
140,665
+45,660
| +48% | +$2.72M | 0.26% | 98 |
|
|
2024
Q2 | $5.38M | Buy |
95,005
+72,395
| +320% | +$4.1M | 0.34% | 61 |
|
|
2024
Q1 | $1.31M | Sell |
22,610
-37,345
| -62% | -$2.16M | 0.19% | 112 |
|
|
2023
Q4 | $3.32M | Buy |
+59,955
| New | +$3.32M | 0.43% | 51 |
|