RPg Family Wealth Advisory’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
$3.74M Buy
2025
Q1
$3.54M Buy
2024
Q4
$3.2M Buy
2024
Q3
$3.15M Buy
2024
Q2
$2.82M Sell
2024
Q1
$2.91M Buy
2023
Q4
$2.75M Sell
2023
Q3
$2.79M Buy
2023
Q2
$2.77M Sell
2023
Q1
$2.8M Buy
2022
Q4
$2.72M Buy
2022
Q3
$2.7M Buy
2022
Q2
$2.67M Buy
2022
Q1
$9.95K Hold
2021
Q4
$10.3K Buy