Northwestern Mutual Wealth Management’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 | $174M | Buy |
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|
2025
Q1 | $173M | Buy |
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|
2024
Q4 | $163M | Buy |
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|
2024
Q3 | $149M | Buy |
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|
2024
Q2 | $121M | Buy |
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|
2024
Q1 | $108M | Buy |
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|
2023
Q4 | $88M | Sell |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $94M | Buy |
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|
2023
Q1 | $74.2M | Buy |
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|
2022
Q4 | $49.7M | Buy |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $21K | Buy |
|