Mascoma Wealth Management’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 | $598K | Buy |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Buy |
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