Confluence Wealth Services’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 | $105M | Buy |
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|
2025
Q1 | $95.8M | Buy |
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|
2024
Q4 | $93.7M | Buy |
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|
2024
Q3 | $84.3M | Buy |
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|
2024
Q2 | $71.8M | Buy |
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|
2024
Q1 | $67.8M | Buy |
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|
2023
Q4 | $52.7M | Buy |
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|
2023
Q3 | $21.5M | Buy |
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|
2023
Q2 | $19.3M | Buy |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $252K | Buy |
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