Avaii 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
2024
Q4
Sell
2024
Q3
$315K Sell
2024
Q2
$1.86M Sell
2024
Q1
$2.34M Sell
2023
Q4
$2.5M Buy
2023
Q3
$2.41M Sell
2023
Q2
$2.67M Sell
2023
Q1
$2.76M Sell
2022
Q4
$2.79M Buy
2022
Q3
$2.51M Buy
2022
Q2
$349K Buy