AllSquare 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 | $705K | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $870K | Hold |
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|
2023
Q3 | $848K | Buy |
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|
2023
Q2 | $836K | Buy |
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|
2023
Q1 | $814K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $494K | Buy |
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