Sandy Spring Bank’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
Q1
$44M Buy
2024
Q4
$42.3M Buy
2024
Q3
$39.5M Buy
2024
Q2
$33.8M Buy
2024
Q1
$28.9M Buy
2023
Q4
$23.2M Buy
2023
Q3
$17.3M Buy
2023
Q2
$15.8M Buy
2023
Q1
$13.8M Buy
2022
Q4
$12.2M Buy
2022
Q3
$6.75M Buy
2022
Q2
$5.29M Buy
2022
Q1
$4.29M Buy
2021
Q4
$2.93M Buy
2021
Q3
$2.59M Buy
2021
Q2
$866K Buy
2021
Q1
$613K Buy