Capstone Financial 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 | $608K | Buy |
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|
2025
Q1 | $596K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $475K | Hold |
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|
2022
Q3 | $446K | Buy |
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