Beam 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
Q2 | $3.47M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.86M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $756K | Buy |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $645K | Buy |
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