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ADG Wealth Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

ADG Wealth Management Group’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 		$9.46M Sell
166,322
-8,672
-5% -$493K 8.05% 4
2025
Q1 		$10M Buy
174,994
+11,955
+7% +$683K 9.43% 3
2024
Q4 		$9.38M Buy
+163,039
New +$9.38M 8.33% 4