Orion Portfolio Solutions’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
Q1 | $20.7M | Buy |
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|
2024
Q4 | $15.5M | Buy |
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|
2024
Q3 | $9.54M | Sell |
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|
2024
Q2 | $9.45M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $11.8M | Sell |
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|
2023
Q2 | $13.1M | Buy |
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|
2023
Q1 | $8.05M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $388K | Buy |
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