Personal CFO 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
Q3 | $909K | Buy |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $6.17M | Buy |
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|
2023
Q1 | $5.93M | Buy |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q3 | $5.02M | Buy |
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|
2022
Q2 | $5.41M | Buy |
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|
2022
Q1 | $5.88M | Buy |
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