Avidian Wealth Enterprises’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
Q3 | $1.64M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $25.5M | Sell |
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|
2022
Q4 | $25.8M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $585K | Sell |
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $209K | Buy |
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