Gladstone Institutional Advisory’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 | $1.4M | Sell |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $436K | Buy |
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