Essex Financial Services’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
$5.84M Buy
2025
Q1
$5.67M Sell
2024
Q4
$5.86M Buy
2024
Q3
$5.71M Sell
2024
Q2
$5.48M Buy
2024
Q1
$5.51M Buy
2023
Q4
$5.02M Buy
2023
Q3
$4.7M Buy
2023
Q2
$4.47M Buy
2023
Q1
$4.38M Buy
2022
Q4
$3.64M Buy
2022
Q3
$2.79M Buy
2022
Q2
$2.51M Buy
2022
Q1
$653K Buy
2021
Q4
$400K Buy
2021
Q3
$233K Buy