Patriot Financial Group Insurance Agency’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 | $9.31M | Sell |
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|
2025
Q2 | $9.29M | Buy |
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|
2025
Q1 | $8.95M | Buy |
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|
2024
Q4 | $8.87M | Buy |
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|
2024
Q3 | $8.92M | Sell |
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|
2024
Q2 | $8.56M | Buy |
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|
2024
Q1 | $7.35M | Buy |
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|
2023
Q4 | $6.05M | Buy |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $193K | Sell |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $192K | Buy |
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