NewEdge Wealth’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 | $3.42M | Buy |
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|
2025
Q2 | $3.04M | Sell |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $6.33M | Buy |
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|
2024
Q3 | $6.46M | Buy |
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|
2024
Q2 | $5.44M | Sell |
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|
2024
Q1 | $7.94M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $342K | Buy |
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