IFP Advisors’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 | $4.18M | Buy |
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|
2025
Q1 | $3.92M | Sell |
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|
2024
Q4 | $7.85M | Sell |
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|
2024
Q3 | $8.15M | Sell |
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|
2024
Q2 | $8.47M | Buy |
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|
2024
Q1 | $8.29M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.97M | Buy |
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|
2023
Q2 | $9.57M | Buy |
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|
2023
Q1 | $6.51M | Sell |
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|
2022
Q4 | $7.5M | Buy |
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|
2022
Q3 | $6.4M | Buy |
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|
2022
Q2 | $4.97M | Hold |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $29K | Sell |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $101K | Buy |
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