Sterling Investment Advisors (Pennsylvania)’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 | $7.22M | Buy |
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|
2025
Q1 | $6.75M | Buy |
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|
2024
Q4 | $5.71M | Buy |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | $4.63M | Buy |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $66K | Buy |
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