Robertson Stephens Wealth Management’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 | $3.47M | Sell |
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|
2025
Q1 | $3.6M | Sell |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $821K | Sell |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $213K | Buy |
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