Novare Capital Management’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 | $710K | Sell |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $847K | Sell |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $917K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $974K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $254K | Buy |
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