AssetMark Inc’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 | $4.81M | Sell |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $4.92M | Buy |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $137K | Sell |
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|
2022
Q3 | $136K | Buy |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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