Cyndeo Wealth Partners’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 | $808K | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $796K | Hold |
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|
2023
Q3 | $775K | Hold |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $455K | Buy |
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