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

Dakota Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$960K	Sell
2025 Q1	$979K	Sell
2024 Q4	$990K	Sell
2024 Q3	$1.53M	Sell
2024 Q2	$1.79M	Sell
2024 Q1	$1.91M	Buy