Transform 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
Q1 | $548K | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.26M | Sell |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.89M | Sell |
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|
2023
Q2 | $5.67M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $248K | Buy |
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