Marcum Wealth’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
Q1 | $662K | Sell |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $741K | Sell |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $957K | Buy |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $315K | Buy |
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