Choate Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Choate Investment Advisors’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
2025 Q2	$423K	Sell
2025 Q1	$531K	Buy
2024 Q4	$206K	Hold
2024 Q3	$213K	Hold
2024 Q2	$203K	Hold
2024 Q1	$207K	Buy
2023 Q4	–	Sell
2023 Q3	$191K	Hold
2023 Q2	$198K	Buy