Appleton Partners’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 | $14.8M | Buy |
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2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $3.37M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $425K | Buy |
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