Wellington Shields Capital 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
Q4 | $740K | Buy |
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|
2025
Q3 | $738K | Buy |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $456K | Buy |
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