Allworth Financial’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 | $65M | Buy |
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|
2025
Q1 | $61.8M | Sell |
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|
2024
Q4 | $68.6M | Buy |
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|
2024
Q3 | $68.3M | Buy |
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|
2024
Q2 | $60.6M | Buy |
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|
2024
Q1 | $60.1M | Buy |
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|
2023
Q4 | $49.5M | Buy |
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|
2023
Q3 | $39M | Buy |
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|
2023
Q2 | $38.8M | Buy |
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|
2023
Q1 | $34.9M | Buy |
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|
2022
Q4 | $31.9M | Buy |
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|
2022
Q3 | $28.3M | Buy |
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|
2022
Q2 | $24K | Buy |
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