KMG Fiduciary Partners’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 | $5.65M | Buy |
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|
2025
Q2 | $5.36M | Sell |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $6.07M | Sell |
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|
2024
Q3 | $6.32M | Sell |
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|
2024
Q2 | $6.59M | Buy |
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|
2024
Q1 | $6.56M | Buy |
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|
2023
Q4 | $6.19M | Buy |
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|
2023
Q3 | $5.84M | Buy |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $207K | Buy |
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