CPA
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Cathy Pareto & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cathy Pareto & Associates’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 		$1.22M Buy
21,547
+2,213
+11% +$126K 1.01% 24
2025
Q1 		$1.1M Buy
19,334
+6,112
+46% +$349K 0.98% 25
2024
Q4 		$761K Buy
+13,222
New +$761K 0.7% 34