Stifel Financial’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 | $166M | Buy |
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|
2025
Q1 | $141M | Buy |
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|
2024
Q4 | $130M | Buy |
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|
2024
Q3 | $124M | Buy |
|
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|
2024
Q2 | $111M | Buy |
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|
2024
Q1 | $110M | Buy |
|
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|
2023
Q4 | $104M | Buy |
|
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|
2023
Q3 | $99.7M | Buy |
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|
2023
Q2 | $74.7M | Buy |
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|
2023
Q1 | $38M | Buy |
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|
2022
Q4 | $23M | Buy |
|
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|
2022
Q3 | $18.6M | Sell |
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|
2022
Q2 | $22.1M | Buy |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $9.87M | Buy |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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