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

Brown 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
2025
Q2 		– Sell
-3,522
Closed -$201K – 102
2025
Q1 		$201K Sell
3,522
-28
-0.8% -$1.6K 0.07% 91
2024
Q4 		$204K Buy
+3,550
New +$204K 0.07% 81