Summit Wealth Partners’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 | $4.48M | Buy |
|
|||||
|
2025
Q1 | $4.13M | Sell |
|
|||||
|
2024
Q4 | $4.22M | Sell |
|
|||||
|
2024
Q3 | $4.5M | Sell |
|
|||||
|
2024
Q2 | $4.36M | Buy |
|
|||||
|
2024
Q1 | $4.4M | Sell |
|
|||||
|
2023
Q4 | $4.27M | Sell |
|
|||||
|
2023
Q3 | $4.55M | Sell |
|
|||||
|
2023
Q2 | $4.82M | Buy |
|
|||||
|
2023
Q1 | $4.44M | Buy |
|
|||||
|
2022
Q4 | $4.24M | Buy |
|
|||||
|
2022
Q3 | $3.47M | Buy |
|
|||||
|
2022
Q2 | $3.14M | Buy |
|
|||||
|
2022
Q1 | $1.21M | Buy |
|
|||||
|
2021
Q4 | $392K | Buy |
|