Sovereign Financial Group’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
$2M Buy
2025
Q2
$1.79M Buy
2025
Q1
$1.55M Buy
2024
Q4
$1.36M Buy
2024
Q3
$1.31M Buy
2024
Q2
$1.11M Buy
2024
Q1
$1.09M Buy
2023
Q4
$996K Buy
2023
Q3
$876K Buy
2023
Q2
$734K Buy
2023
Q1
$596K Buy
2022
Q4
$460K Buy
2022
Q3
$413K Buy
2022
Q2
$381K Buy