Colonial Trust’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 | $645K | Buy |
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|
2025
Q2 | $497K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $123K | Buy |
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