Newbridge Financial Services Group’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
$4.11M Sell
2025
Q1
$4.77M Buy
2024
Q4
$4.54M Buy
2024
Q3
$4.47M Buy
2024
Q2
$3.28M Buy
2024
Q1
$1.62M Buy
2023
Q4
$718K Buy
2023
Q3
$443K Buy
2023
Q2
$306K Buy
2023
Q1
$223K Buy
2022
Q4
$181K Buy
2022
Q3
$96K Buy
2022
Q2
$46K Buy
2022
Q1
$20K Hold
2021
Q4
$20K Hold
2021
Q3
$19K Buy