JFS Wealth 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 | $142K | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $83K | Buy |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Buy |
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