Fortress 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 | $586K | Sell |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $669K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $4.62M | Buy |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $2.34M | Buy |
|