Sheets Smith 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
Q3 | $2.36M | Buy |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $237K | Buy |
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