B. Riley Wealth Advisors’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 | $3.91M | Buy |
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|
2025
Q2 | $2.44M | Buy |
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|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $21.7M | Sell |
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|
2024
Q1 | $24.3M | Buy |
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|
2023
Q4 | $22.6M | Sell |
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|
2023
Q3 | $24.3M | Sell |
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|
2023
Q2 | $26.2M | Buy |
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|
2023
Q1 | $24.3M | Buy |
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|
2022
Q4 | $19M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $804K | Buy |
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