Joel Isaacson & Co’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 | $2.59M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $757K | Hold |
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|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $823K | Hold |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $270K | Buy |
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