Balboa Wealth Partners’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 | $786K | Buy |
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2025
Q1 | $707K | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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