Caerus Investment 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
$3.79M Sell
2025
Q1
$5.22M Buy
2024
Q4
$5.02M Buy
2024
Q3
$3.53M Sell
2024
Q2
$7.78M Sell
2024
Q1
$9.72M Sell
2023
Q4
$9.54M Sell
2023
Q3
$10.6M Buy
2023
Q2
$1.95M Buy
2023
Q1
$1.01M Buy