Richard W. Paul & Associates’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
$2.1M Buy
2025
Q1
$2.05M Buy
2024
Q4
$1.99M Buy
2024
Q3
$2.05M Sell
2024
Q2
$2.48M Buy
2024
Q1
$2.14M Buy
2023
Q4
$1.83M Buy
2023
Q3
$1.74M Buy
2023
Q2
$1.68M Buy
2023
Q1
$1.65M Buy
2022
Q4
$1.02M Buy