Evermay 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
Q2 | $5.62M | Sell |
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|
2025
Q1 | $5.88M | Sell |
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|
2024
Q4 | $6.03M | Sell |
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|
2024
Q3 | $6.33M | Sell |
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|
2024
Q2 | $6.32M | Buy |
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|
2024
Q1 | $6.39M | Buy |
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|
2023
Q4 | $6.07M | Sell |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $6.09M | Buy |
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|
2023
Q1 | $5.92M | Buy |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $323K | Buy |
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