Carson Wealth (CWM LLC)’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 | $111M | Sell |
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|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $111M | Sell |
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|
2024
Q4 | $114M | Buy |
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|
2024
Q3 | $109M | Buy |
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|
2024
Q2 | $98.6M | Buy |
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|
2024
Q1 | $69.7M | Buy |
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|
2023
Q4 | $31.2M | Buy |
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|
2023
Q3 | $8.36M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $11K | Buy |
|