Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Envestnet Portfolio Solutions’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 		$10.2M Sell
2025
Q1 		$12.7M Sell
2024
Q4 		$13M Buy
2024
Q3 		$10M Buy
2024
Q2 		$8.19M Buy
2024
Q1 		$7.05M Sell
2023
Q4 		$7.9M Buy
2023
Q3 		$6.52M Buy