Oak Harbor Wealth Partners’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 | $2.68M | Buy |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $3.52M | Sell |
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|
2024
Q3 | $3.67M | Buy |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.24M | Buy |
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