Consilium Wealth Advisory’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 | $452K | Buy |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $7.35M | Buy |
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|
2022
Q4 | $5.53M | Buy |
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|
2022
Q3 | $1.46M | Buy |
|