Paragon Private Wealth 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 | – | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $505K | Hold |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $565K | Buy |
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