Fortem Financial Group’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 | $232K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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