Venturi Wealth Management’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 | $331K | Buy |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $967K | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $373K | Buy |
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