McDonald 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
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.75M | Hold |
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|
2024
Q1 | $1.78M | Hold |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $936K | Buy |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $264K | Buy |
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