Clearstead 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 | $81.1M | Sell |
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|
2025
Q1 | $85M | Buy |
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|
2024
Q4 | $80.8M | Buy |
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|
2024
Q3 | $81.6M | Buy |
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|
2024
Q2 | $69.4M | Buy |
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|
2024
Q1 | $68M | Buy |
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|
2023
Q4 | $63.2M | Sell |
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $52.4M | Buy |
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|
2023
Q1 | $43.1M | Buy |
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|
2022
Q4 | $35.8M | Buy |
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|
2022
Q3 | $21.8M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $148K | Buy |
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