UBS 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
Q2 | $481M | Buy |
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|
2025
Q1 | $477M | Buy |
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|
2024
Q4 | $441M | Buy |
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|
2024
Q3 | $424M | Buy |
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|
2024
Q2 | $391M | Buy |
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|
2024
Q1 | $389M | Buy |
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|
2023
Q4 | $316M | Sell |
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|
2023
Q3 | $310M | Buy |
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|
2023
Q2 | $264M | Buy |
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|
2023
Q1 | $200M | Buy |
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|
2022
Q4 | $133M | Buy |
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|
2022
Q3 | $55.4M | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Buy |
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