Realta Investment 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 | $355K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.66M | Sell |
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|
2023
Q1 | $3.73M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.24M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $314K | Buy |
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