Dakota Wealth Management
Position in JEPI — JPMorgan Equity Premium Income ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in JEPI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JEPI | $3,024,728 | 53,365 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 JEPI | $3,308,414 | 57,799 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 JEPI | $964,533 | 16,892 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 JEPI | $960,310 | 16,892 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 JEPI | $978,636 | 17,127 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 JEPI | $990,378 | 17,215 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 JEPI | $1,534,643 | 25,788 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 JEPI | $1,794,318 | 31,657 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 JEPI | $1,907,123 | 32,961 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||