HB Wealth 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
$2.89M Buy
2025
Q2
$2.37M Sell
2025
Q1
$2.83M Buy
2024
Q4
$2.76M Sell
2024
Q3
$2.91M Buy
2024
Q2
$2.74M Sell
2024
Q1
$2.87M Sell
2023
Q4
$2.81M Sell
2023
Q3
$3.37M Sell
2023
Q2
$3.5M Sell
2023
Q1
$3.48M Buy
2022
Q4
$3.11M Sell
2022
Q3
$2.95M Buy
2022
Q2
$3.11M Buy
2022
Q1
$2.9M Buy