Ellis Investment 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
Q2 | $9.86M | Sell |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.4M | Buy |
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|
2024
Q1 | $8.77M | Buy |
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|
2023
Q4 | $7.51M | Buy |
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|
2023
Q3 | $6.71M | Buy |
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|
2023
Q2 | $6.1M | Buy |
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|
2023
Q1 | $5.59M | Buy |
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|
2022
Q4 | $5.18M | Buy |
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|
2022
Q3 | $4.22M | Buy |
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|
2022
Q2 | $3.87M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $950K | Buy |
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|
2020
Q4 | $848K | Buy |
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|
2020
Q3 | $140K | Buy |
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