Pinnacle Associates’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
Q3
$39.7M Buy
2025
Q2
$38.9M Buy
2025
Q1
$38.8M Buy
2024
Q4
$36.3M Buy
2024
Q3
$32.3M Sell
2024
Q2
$35.2M Sell
2024
Q1
$36M Buy
2023
Q4
$32.3M Sell
2023
Q3
$32.2M Buy
2023
Q2
$31.8M Buy
2023
Q1
$28.9M Sell
2022
Q4
$29.3M Buy
2022
Q3
$22.9M Buy
2022
Q2
$1.32M Buy
2022
Q1
$313K Buy