Principle Wealth Partners’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
$6.35M Sell
2025
Q1
$6.96M Buy
2024
Q4
$6.47M Buy
2024
Q3
$6.58M Buy
2024
Q2
$6.03M Buy
2024
Q1
$6.14M Buy
2023
Q4
$5.71M Sell
2023
Q3
$5.76M Buy
2023
Q2
$374K Buy
2023
Q1
$291K Sell
2022
Q4
$331K Buy
2022
Q3
$277 Buy
2022
Q2
$214K Buy