GeoWealth 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 | – | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.75M | Sell |
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|
2022
Q2 | $6.36M | Buy |
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|
2022
Q1 | $4.44M | Sell |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $731K | Buy |
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