Valmark Advisers’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
$3M Buy
2025
Q1
$1.73M Buy
2024
Q4
$1.34M Buy
2024
Q3
$1.29M Sell
2024
Q2
$1.32M Buy
2024
Q1
$1.35M Sell
2023
Q4
$1.4M Buy
2023
Q3
$279K Buy
2023
Q2
$265K Buy