Blue Bell Private Wealth Management’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 | – | Sell |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $164K | Hold |
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|
2024
Q4 | $165K | Hold |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $163K | Hold |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $194K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $10.9K | Hold |
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|
2022
Q4 | $10.9K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $53K | Buy |
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