Nvest Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Nvest Financial’s Portfolio JEPI Stock Details JEPI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$225K	Buy
2025 Q3	$220K	Buy
2025 Q2	$216K	Buy
2025 Q1	$212K	Buy
2024 Q4	$210K	Sell
2024 Q3	$289K	Buy
2024 Q2	$206K	Buy