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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Sell
2025 Q2	$290K	Hold
2025 Q1	$292K	Hold
2024 Q4	$294K	Hold
2024 Q3	$304K	Buy