William Blair & Company’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
$12.1M Buy
2025
Q1
$9.61M Buy
2024
Q4
$7.67M Buy
2024
Q3
$6.38M Sell
2024
Q2
$7.29M Buy
2024
Q1
$6.72M Buy
2023
Q4
$5.3M Buy
2023
Q3
$4.13M Buy
2023
Q2
$2.8M Buy
2023
Q1
$1.67M Buy
2022
Q4
$826K Buy
2022
Q3
$483K Sell
2022
Q2
$559K Buy
2022
Q1
$547K Buy
2021
Q4
$507K Buy
2021
Q3
$382K Buy
2021
Q2
$62K Buy
2021
Q1
$42K Buy