Retirement Planning Group (Kansas)’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 | $4.51M | Buy |
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|
2025
Q2 | $3.43M | Buy |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $204K | Buy |
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