Avantax Advisory Services’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 | $69.3M | Buy |
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|
2025
Q1 | $68.2M | Buy |
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|
2024
Q4 | $56.6M | Buy |
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|
2024
Q3 | $51.3M | Buy |
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|
2024
Q2 | $45.7M | Buy |
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|
2024
Q1 | $45.1M | Buy |
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|
2023
Q4 | $37.5M | Buy |
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|
2023
Q3 | $30.2M | Buy |
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|
2023
Q2 | $9.4M | Buy |
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|
2023
Q1 | $8M | Buy |
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|
2022
Q4 | $6.38M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $226K | Buy |
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