SlateStone Wealth’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 | $3.52M | Buy |
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|
2025
Q2 | $3.27M | Buy |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.73M | Sell |
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|
2024
Q2 | $4.34M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $7.86M | Sell |
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|
2023
Q2 | $14.6M | Sell |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $9.05M | Buy |
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|
2022
Q3 | $3.82M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $587K | Buy |
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