Clarity Wealth 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
$3.77M Buy
2025
Q2
$3.42M Buy
2025
Q1
$3.25M Buy
2024
Q4
$3.2M Buy
2024
Q3
$3.29M Buy
2024
Q2
$3.11M Buy
2024
Q1
$3.12M Buy
2023
Q4
$2.71M Buy
2023
Q3
$2.29M Buy
2023
Q2
$2.36M Buy
2023
Q1
$1.65M Buy
2022
Q4
$878K Buy
2022
Q3
$771K Sell
2022
Q2
$871K Buy
2022
Q1
$571K Buy
2021
Q4
$227K Buy