Valley National Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Valley National Advisers’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$75K	Hold
2025 Q2	$74K	Buy
2025 Q1	$46K	Sell
2024 Q4	$49K	Hold
2024 Q3	$51K	Sell
2024 Q2	$54K	Sell
2024 Q1	$61K	Buy
2023 Q4	$40K	Hold
2023 Q3	$40K	Sell
2023 Q2	$55K	Buy
2023 Q1	$37K	Buy