Worth Asset 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 | $2.11M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.91M | Hold |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $756K | Sell |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $195K | Buy |
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