Endowment 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
Q3 | $520K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $427K | Buy |
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