Plotkin Financial 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
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $246K | Buy |
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