Lake Street Private Wealth’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
$7.43M Sell
2025
Q1
$7.57M Buy
2024
Q4
$7.16M Buy
2024
Q3
$7.37M Sell
2024
Q2
$7.5M Sell
2024
Q1
$7.9M Buy
2023
Q4
$6.87M Sell
2023
Q3
$8.68M Sell
2023
Q2
$9.42M Sell
2023
Q1
$9.79M Buy
2022
Q4
$8.88M Buy
2022
Q3
$7.61M Buy
2022
Q2
$7.53M Buy
2022
Q1
$6.36M Buy
2021
Q4
$6.09M Buy
2021
Q3
$2.52M Buy
2021
Q2
$1.86M Buy