Caprock 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
Q1 | $655K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.35M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $998K | Buy |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $207K | Buy |
|