Arete Wealth Advisors’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 | $741K | Sell |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $5.11M | Sell |
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|
2024
Q1 | $5.3M | Sell |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $9.1M | Sell |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $8.92B | Buy |
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|
2022
Q3 | $7.6M | Buy |
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|
2022
Q2 | $7.07M | Buy |
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|
2022
Q1 | $5.01M | Buy |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $1.58M | Buy |
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