Cambridge Trust’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
2024
Q1
$33.6M Sell
2023
Q4
$43.8M Buy
2023
Q3
$42M Sell
2023
Q2
$43.5M Buy
2023
Q1
$42.3M Buy
2022
Q4
$39M Buy
2022
Q3
$29.6M Buy
2022
Q2
$536K Buy
2022
Q1
$428K Sell
2021
Q4
$444K Buy
2021
Q3
$321K Buy