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Davies Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Davies Financial Advisors’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 		$290K Hold
5,106
– – 0.23% 63
2025
Q1 		$292K Hold
5,106
– – 0.25% 54
2024
Q4 		$294K Hold
5,106
– – 0.25% 51
2024
Q3 		$304K Buy
+5,106
New +$304K 0.27% 55