Marks 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
$458K Buy
2025
Q1
$460K Buy
2024
Q4
$410K Sell
2024
Q3
$29.3M Buy
2024
Q2
Sell
2024
Q1
$41.9M Buy
2023
Q3
Sell
2023
Q2
$86.4M Buy