SVB Wealth’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
Sell
-1,834
Closed -$105K 1068
2025
Q1
$105K Buy
+1,834
New +$105K ﹤0.01% 397
2023
Q2
Sell
-4,254
Closed -$232K 963
2023
Q1
$232K Buy
+4,254
New +$232K ﹤0.01% 825