CWMGO
JEPI icon

Capstone Wealth Management Group (Oregon)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$3.8M Sell
66,797
-8,895
-12% -$506K 2.76% 10
2025
Q1 		$4.33M Sell
75,692
-1,695
-2% -$96.9K 3.45% 7
2024
Q4 		$4.45M Buy
+77,387
New +$4.45M 3.38% 7