Accel Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Sell |
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|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $913K | Sell |
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|
2023
Q2 | $953K | Sell |
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|
2023
Q1 | $964K | Sell |
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|
2022
Q4 | $962K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $929K | Buy |
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