Rockingstone 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
Q3 | $749K | Sell |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $901K | Buy |
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