MBL 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
Q4
$226K Buy
2025
Q2
Sell
2025
Q1
$452K Buy
2024
Q4
$321K Buy
2024
Q2
Sell
2024
Q1
$5.55M Buy
2023
Q4
$5.14M Sell
2023
Q3
$5.05M Sell
2023
Q2
$7.32M Buy
2023
Q1
$6.72M Buy
2022
Q4
$6.28M Buy
2022
Q3
$4.39M Buy