Burling Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
23,370
-1,692
-7% -$96.2K 0.25% 83
2025
Q1
$1.43M Sell
25,062
-1,844
-7% -$105K 0.3% 77
2024
Q4
$1.55M Buy
+26,906
New +$1.55M 0.32% 76