Advisory Resource Group’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 | $532K | Sell |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $9.87M | Buy |
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|
2024
Q4 | $9.18M | Sell |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.88M | Sell |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.95M | Buy |
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|
2022
Q4 | $9.75M | Buy |
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|
2022
Q3 | $9.12M | Sell |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $13.3M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $9.07M | Buy |
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|
2021
Q1 | $5.53M | Buy |
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|
2020
Q4 | $5.06M | Buy |
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|
2020
Q3 | $2.42M | Buy |
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