Congress Wealth Management’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 | $3.97M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $1.89M | Buy |
|
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.97M | Buy |
|
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $7.49M | Buy |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q4 | $290K | Buy |
|