IPG Investment 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 | – | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $224K | Buy |
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