Carlton Hofferkamp & Jenks Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
2025
Q1
$496K Sell
2024
Q4
$550K Buy
2024
Q3
$514K Buy
2024
Q2
$494K Buy
2024
Q1
$451K Buy
2023
Q4
$444K Sell
2023
Q3
$423K Buy
2023
Q2
$388K Buy
2023
Q1
$239K Buy