Walkner Condon 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
Q3 | $3.92M | Sell |
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|
2025
Q2 | $4.35M | Sell |
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|
2025
Q1 | $5.71M | Sell |
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|
2024
Q4 | $6.99M | Buy |
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|
2024
Q3 | $6.87M | Sell |
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|
2024
Q2 | $6.68M | Sell |
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|
2024
Q1 | $6.86M | Sell |
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|
2023
Q4 | $7.19M | Buy |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $6.14M | Buy |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $4.18M | Buy |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $562K | Buy |
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