HBK Sorce 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 | $1.32M | Buy |
|
|||||
|
2025
Q2 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $1.52M | Buy |
|
|||||
|
2024
Q4 | $1.33M | Sell |
|
|||||
|
2024
Q3 | $1.48M | Buy |
|
|||||
|
2024
Q2 | $1.13M | Sell |
|
|||||
|
2024
Q1 | $1.59M | Sell |
|
|||||
|
2023
Q4 | $1.54M | Sell |
|
|||||
|
2023
Q3 | $1.96M | Sell |
|
|||||
|
2023
Q2 | $2.94M | Sell |
|
|||||
|
2023
Q1 | $3.05M | Sell |
|
|||||
|
2022
Q4 | $5.64M | Buy |
|
|||||
|
2022
Q3 | $2.58M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.9M | Buy |
|
|||||
|
2021
Q4 | $981K | Buy |
|
|||||
|
2021
Q3 | $572K | Buy |
|