Montag & Associates’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 | $88.1K | Sell |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $662K | Buy |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $25K | Buy |
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