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Brady Martz Wealth Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.76M Sell
136,431
-2,870
-2% -$163K 1.5% 17
2025
Q1
$7.96M Buy
139,301
+132
+0.1% +$7.54K 1.8% 12
2024
Q4
$8M Buy
+139,169
New +$8M 1.93% 10