Calton & Associates’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 | $4.55M | Buy |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $3.65M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $311K | Buy |
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