Strategic 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
Q3
$7.36M Buy
2025
Q2
$6.75M Buy
2024
Q4
$5.57M Buy
2024
Q3
$5.06M Buy
2024
Q2
$4.55M Buy
2024
Q1
$4.52M Buy
2023
Q4
$4.26M Buy
2023
Q3
$4.12M Buy
2023
Q2
$3.22M Buy
2023
Q1
$2.24M Buy
2022
Q4
$840K Buy