Naviter Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Naviter Wealth’s Portfolio JEPI Stock Details JEPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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