Souders Financial 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
Q2 | $612K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $950K | Sell |
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|
2024
Q2 | $917K | Buy |
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|
2024
Q1 | $823K | Buy |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $725K | Buy |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $444K | Buy |
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