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