Kestra Advisory 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
Q2 | $102M | Buy |
|
|||||
|
2025
Q1 | $85.4M | Buy |
|
|||||
|
2024
Q4 | $76M | Buy |
|
|||||
|
2024
Q3 | $64.7M | Buy |
|
|||||
|
2024
Q2 | $54.4M | Buy |
|
|||||
|
2024
Q1 | $47.9M | Buy |
|
|||||
|
2023
Q4 | $36.9M | Buy |
|
|||||
|
2023
Q3 | $26.8M | Buy |
|
|||||
|
2023
Q2 | $25.7M | Sell |
|
|||||
|
2023
Q1 | $32.5M | Buy |
|
|||||
|
2022
Q4 | $32.2M | Buy |
|
|||||
|
2022
Q3 | $24.6M | Buy |
|
|||||
|
2022
Q2 | $12.2M | Buy |
|
|||||
|
2022
Q1 | $9.35M | Buy |
|
|||||
|
2021
Q4 | $6.85M | Buy |
|
|||||
|
2021
Q3 | $4.69M | Buy |
|
|||||
|
2021
Q2 | $2.54M | Buy |
|
|||||
|
2021
Q1 | $921K | Buy |
|