LPL Financial’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 | $243M | Buy |
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|
2025
Q2 | $223M | Buy |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $128M | Buy |
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|
2024
Q3 | $113M | Buy |
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|
2024
Q2 | $84.1M | Buy |
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|
2024
Q1 | $83.1M | Buy |
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|
2023
Q4 | $65.7M | Buy |
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|
2023
Q3 | $52M | Buy |
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|
2023
Q2 | $48.9M | Buy |
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|
2023
Q1 | $38.9M | Buy |
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|
2022
Q4 | $20.4M | Buy |
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|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $5.75M | Buy |
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|
2022
Q1 | $4.97M | Sell |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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