Harbor Investment 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 | $3.68M | Sell |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $5.11M | Buy |
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|
2024
Q4 | $5.1M | Buy |
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|
2024
Q3 | $4.77M | Buy |
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|
2024
Q2 | $3.27M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $145K | Buy |
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