Beaird Harris Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Beaird Harris Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$148K	Hold
2025 Q2	$147K	Hold
2025 Q1	$148K	Hold
2024 Q4	$149K	Hold
2024 Q3	$154K	Hold
2024 Q2	$147K	Buy
2024 Q1	$38.2K	Buy
2022 Q1	–	Sell
2021 Q4	$6K	Buy