Bell Bank’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
$2.2M Buy
2025
Q2
$2.07M Buy
2025
Q1
$2.02M Sell
2024
Q4
$2.69M Buy
2024
Q3
$300K Buy
2024
Q2
$271K Buy
2024
Q1
$248K Buy
2023
Q4
$213K Sell
2023
Q3
$237K Buy
2023
Q2
Sell
2023
Q1
$202K Buy
2022
Q4
Sell
2022
Q3
$206K Buy