High Net Worth Advisory 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
$10.5M Buy
2025
Q1
$10.2M Buy
2024
Q4
$10.1M Buy
2024
Q3
$10M Buy
2024
Q2
$9.16M Buy
2024
Q1
$8.78M Buy
2023
Q4
$6.97M Buy
2023
Q3
$6.59M Buy
2023
Q2
$5.98M Buy
2023
Q1
$5.2M Buy
2022
Q4
$4.79M Buy
2022
Q3
$2.52M Buy
2022
Q2
$2.29M Buy
2022
Q1
$2.05M Buy
2021
Q4
$1.94M Buy