Kelly Financial Services’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 | $1.46M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q3 | $2.39M | Buy |
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|
2023
Q2 | $982K | Buy |
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|
2023
Q1 | $38.3K | Buy |
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