Envestnet 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 | $508M | Buy |
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|
2025
Q1 | $435M | Buy |
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|
2024
Q4 | $393M | Buy |
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|
2024
Q3 | $378M | Sell |
|
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|
2024
Q2 | $403M | Buy |
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|
2024
Q1 | $380M | Buy |
|
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|
2023
Q4 | $321M | Buy |
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|
2023
Q3 | $296M | Buy |
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|
2023
Q2 | $216M | Buy |
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|
2023
Q1 | $159M | Buy |
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|
2022
Q4 | $152M | Buy |
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|
2022
Q3 | $100M | Sell |
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|
2022
Q2 | $154M | Buy |
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|
2022
Q1 | $94M | Sell |
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|
2021
Q4 | $120M | Buy |
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|
2021
Q3 | $39.2M | Buy |
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|
2021
Q2 | $9.53M | Buy |
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|
2021
Q1 | $683K | Buy |
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