Beta Wealth Group’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 | $14.5M | Sell |
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|
2025
Q1 | $23.9M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $8.77M | Buy |
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|
2023
Q3 | $7.28M | Buy |
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|
2023
Q2 | $6.69M | Buy |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $7.1M | Buy |
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|
2022
Q3 | $6.45M | Buy |
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|
2022
Q2 | $6.98M | Buy |
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|
2022
Q1 | $5.55M | Buy |
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|
2021
Q4 | $5.35M | Hold |
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|
2021
Q3 | $5.35M | Buy |
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|
2021
Q2 | $5.29M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $4.53M | Buy |
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