Howard Financial Services’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
$1.19M Buy
2025
Q2
$1.18M Buy
2025
Q1
$1.18M Sell
2024
Q4
$1.24M Buy
2024
Q3
$1.27M Sell
2024
Q2
$1.27M Buy
2024
Q1
$1.2M Sell
2023
Q4
$1.2M Buy
2023
Q3
$1.15M Buy
2023
Q2
$1.18M Buy
2023
Q1
$1.13M Sell
2022
Q4
$1.21M Sell
2022
Q3
$1.49M Buy
2022
Q2
$694K Buy
2022
Q1
$399K Buy