Joseph P. Lucia & Associates’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
$4.64M Sell
2025
Q2
$4.63M Buy
2025
Q1
$4.61M Buy
2024
Q4
$4.47M Buy
2024
Q3
$4.32M Buy
2024
Q2
$4.06M Buy
2024
Q1
$3.81M Sell
2023
Q4
$3.75M Buy
2023
Q3
$3.62M Buy
2023
Q2
$3M Buy
2023
Q1
$2.06M Buy
2022
Q4
$763K Buy