United Capital Financial 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
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $3.61M | Sell |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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