Capital 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
Q3 | $35.4M | Sell |
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|
2025
Q2 | $35.4M | Sell |
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|
2025
Q1 | $37.2M | Sell |
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|
2024
Q4 | $45.8M | Sell |
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|
2024
Q3 | $50.4M | Sell |
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|
2024
Q2 | $54.1M | Buy |
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|
2024
Q1 | $45.3M | Buy |
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|
2023
Q4 | $40.9M | Buy |
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|
2023
Q3 | $34.7M | Buy |
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|
2023
Q2 | $33M | Buy |
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|
2023
Q1 | $27.2M | Buy |
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|
2022
Q4 | $25.7M | Buy |
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|
2022
Q3 | $21.1M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $13.4M | Sell |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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