Belpointe 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
Q2
$9.37M Buy
2025
Q1
$9.18M Buy
2024
Q4
$6.14M Buy
2024
Q3
$6.12M Buy
2024
Q2
$4.61M Buy
2024
Q1
$3.83M Buy
2023
Q4
$2.49M Sell
2023
Q3
$3.49M Buy
2023
Q2
$3.33M Sell
2023
Q1
$6.13M Buy
2022
Q4
$4.32M Buy
2022
Q3
$1.09M Sell
2022
Q2
$5.15M Buy
2022
Q1
$344K Buy
2021
Q4
$290K Buy