AP
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Aspect Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Aspect Partners’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.67K Hold
100
– – ﹤0.01% 342
2025
Q4 		$5.72K Sell
100
-240
-71% -$13.7K ﹤0.01% 359
2025
Q3 		$19.4K Hold
340
– – 0.01% 230
2025
Q2 		$19.3K Buy
340
+290
+580% +$16.1K 0.01% 222
2025
Q1 		$2.86K Hold
50
– – ﹤0.01% 413
2024
Q4 		$2.88K Hold
50
– – ﹤0.01% 438
2024
Q3 		$2.98K Hold
50
– – ﹤0.01% 411
2024
Q2 		$2.83K Buy
50
+20
+67% +$1.13K ﹤0.01% 420
2024
Q1 		$1.74K Buy
30
+10
+50% +$563 ﹤0.01% 457
2023
Q4 		$1.1K Buy
+20
New +$1.08K ﹤0.01% 468

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