Lewis Asset Management’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
Q3
$3.06M Buy
2025
Q2
$2.39M Buy
2025
Q1
$1.01M Buy
2024
Q4
$890K Sell
2024
Q3
$923K Sell
2024
Q2
$932K Sell
2024
Q1
$977K Sell
2023
Q4
$958K Buy