Stonebridge Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.73M Sell
118,426
-52,317
-31% -$2.97M 0.65% 37
2025
Q1
$9.76M Sell
170,743
-55,391
-24% -$3.17M 1.04% 28
2024
Q4
$13M Buy
+226,134
New +$13M 1.43% 19