Elevation 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 | $105K | Buy |
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|
2025
Q2 | $102K | Buy |
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|
2025
Q1 | $100K | Buy |
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|
2024
Q4 | $99K | Buy |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $93.9K | Buy |
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|
2024
Q1 | $54.2K | Buy |
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|
2023
Q4 | $48.3K | Hold |
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|
2023
Q3 | $48.3K | Buy |
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|
2023
Q2 | $49K | Buy |
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|
2023
Q1 | $47.2K | Buy |
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