Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $4.07M | Buy |
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|
2024
Q2 | $3.31M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $15K | Buy |
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