Naviter 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
$204K Sell
2025
Q1
$564K Sell
2024
Q4
$581K Buy
2024
Q3
$508K Sell
2024
Q2
$8.94M Buy
2024
Q1
$8.55M Buy
2023
Q4
$7.24M Buy
2023
Q3
$6.66M Buy
2023
Q2
$5.94M Buy