Outlook 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
Q3 | – | Sell |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $895K | Buy |
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|
2021
Q2 | $712K | Buy |
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