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Brandywine Oak Private Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brandywine Oak Private Wealth’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-152,286
Closed -$10M – 348
2021
Q4 		$10M Buy
152,286
+151,208
+14,027% +$9.95M 1.09% 21
2021
Q3 		$4.73M Buy
+1,078
New +$4.73M 0.55% 36