Evercore Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Evercore Wealth Management’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	$815K	Buy
2025 Q1	$533K	Hold
2024 Q4	$537K	Hold
2024 Q3	$555K	Hold
2024 Q2	$529K	Hold
2024 Q1	$540K	Hold
2023 Q4	$513K	Hold
2023 Q3	$500K	Sell
2023 Q2	$572K	Hold
2023 Q1	$564K	Buy