Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $910K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $788K | Sell |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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