Embree Financial Group’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
$330K Sell
2025
Q2
$407K Buy
2025
Q1
$384K Buy
2024
Q4
$371K Buy
2024
Q3
$380K Sell
2024
Q2
$489K Buy
2024
Q1
$356K Sell
2023
Q4
$476K Buy