4A
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4Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

4Wealth Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.79M Buy
66,746
+346
+0.5% +$19.7K 3.85% 2
2025
Q1 		$3.79M Buy
66,400
+3,849
+6% +$220K 4.13% 2
2024
Q4 		$3.6M Buy
+62,551
New +$3.6M 3.6% 2