Wagner 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 | $23.9M | Buy |
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|
2025
Q2 | $23.4M | Buy |
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|
2025
Q1 | $22M | Buy |
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|
2024
Q4 | $19.8M | Buy |
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|
2024
Q3 | $19.3M | Buy |
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|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $18.6M | Sell |
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|
2023
Q4 | $21.6M | Sell |
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|
2023
Q3 | $22.8M | Buy |
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|
2023
Q2 | $23.2M | Buy |
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|
2023
Q1 | $17.9M | Buy |
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|
2022
Q4 | $9.08M | Buy |
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|
2022
Q3 | $5.23M | Buy |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $60K | Buy |
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