Navis 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
Q2 | $723K | Sell |
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2025
Q1 | $805K | Sell |
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|
2024
Q4 | $1.27M | Hold |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $399K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $117K | Buy |
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