FRG Family Wealth Advisors’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 | $7.04M | Buy |
|
|||||
|
2025
Q1 | $6.8M | Buy |
|
|||||
|
2024
Q4 | $5.49M | Buy |
|
|||||
|
2024
Q3 | $5.2M | Buy |
|
|||||
|
2024
Q2 | $4.59M | Buy |
|
|||||
|
2024
Q1 | $3.74M | Buy |
|
|||||
|
2023
Q4 | $3.48M | Buy |
|
|||||
|
2023
Q3 | $3.22M | Buy |
|
|||||
|
2023
Q2 | $2.3M | Buy |
|
|||||
|
2023
Q1 | $2.01M | Buy |
|
|||||
|
2022
Q4 | $1.43M | Buy |
|
|||||
|
2022
Q3 | $990K | Buy |
|