Moss Adams Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $478K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $778K | Sell |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $52.5M | Buy |
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|
2023
Q3 | $50.1M | Buy |
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|
2023
Q2 | $50.6M | Buy |
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|
2023
Q1 | $47.9M | Buy |
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