LGT Financial Advisors’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
$2.37M Buy
2025
Q1
$1.31M Buy
2024
Q4
$921K Buy
2024
Q3
$939K Buy
2024
Q2
$587K Buy
2024
Q1
$375K Sell
2023
Q4
$372K Buy
2023
Q3
$314K Sell
2023
Q2
$439K Buy
2023
Q1
$324K Buy