Goldstone 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
$3.68M Buy
2025
Q1
$3.51M Sell
2024
Q4
$3.93M Buy
2024
Q3
$3.81M Buy
2024
Q2
$3.34M Buy
2024
Q1
$2.77M Sell
2023
Q4
$2.67M Sell
2023
Q3
$2.82M Buy
2023
Q2
$2.26M Buy
2023
Q1
$1.49M Buy