U.S. Capital Wealth 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
Q3 | $4.69M | Sell |
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|
2025
Q2 | $5.25M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $21.2M | Buy |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $9.1M | Buy |
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|
2022
Q4 | $5.43M | Buy |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $381K | Buy |
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