Key Financial Inc’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
$561K Buy
2025
Q1
$560K Hold
2024
Q4
$564K Hold
2024
Q3
$583K Buy
2024
Q2
$544K Buy
2024
Q1
$458K Sell
2023
Q4
$438K Buy
2023
Q3
$406K Hold
2023
Q2
$420K Buy
2023
Q1
$412K Buy