Perigon 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
Q3 | $4.69M | Buy |
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|
2025
Q2 | $4.59M | Buy |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.99M | Sell |
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|
2024
Q3 | $4.1M | Sell |
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $4.81M | Buy |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.55M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $352K | Buy |
|