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

BerganKDV Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-186
Closed -$10.2K – 982
2023
Q1 		$10.2K Buy
+186
New +$10.2K ﹤0.01% 604