AE 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
Q2 | $9.4M | Sell |
|
|||||
|
2025
Q1 | $10.4M | Sell |
|
|||||
|
2024
Q4 | $12.4M | Sell |
|
|||||
|
2024
Q3 | $13.6M | Buy |
|
|||||
|
2024
Q2 | $12.7M | Buy |
|
|||||
|
2024
Q1 | $11.7M | Sell |
|
|||||
|
2023
Q4 | $61M | Buy |
|
|||||
|
2023
Q3 | $53.6M | Buy |
|
|||||
|
2023
Q2 | $54.8M | Buy |
|
|||||
|
2023
Q1 | $33M | Buy |
|
|||||
|
2022
Q4 | $11.5M | Buy |
|
|||||
|
2022
Q3 | $4.27M | Buy |
|
|||||
|
2022
Q2 | $1.13M | Buy |
|
|||||
|
2022
Q1 | $1.18M | Buy |
|
|||||
|
2021
Q4 | $874K | Sell |
|
|||||
|
2021
Q3 | $905K | Buy |
|
|||||
|
2021
Q2 | $460K | Buy |
|
|||||
|
2021
Q1 | $426K | Buy |
|