TD Private Client 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 | $133K | Sell |
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|
2025
Q2 | $169K | Buy |
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|
2025
Q1 | $96.6K | Hold |
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|
2024
Q4 | $97.3K | Sell |
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|
2024
Q3 | $102K | Sell |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $22.3K | Sell |
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|
2023
Q3 | $36K | Hold |
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|
2023
Q2 | $37.2K | Sell |
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|
2023
Q1 | $39.2K | Sell |
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|
2022
Q4 | $40.3K | Hold |
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|
2022
Q3 | $37.9K | Sell |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $20.3K | Buy |
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