Exencial Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Exencial Wealth 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	$256K	Buy
2025 Q2	$224K	Buy
2025 Q1	$223K	Hold
2024 Q4	$225K	Hold
2024 Q3	$233K	Sell
2024 Q2	$227K	Sell
2024 Q1	$278K	Buy
2023 Q4	$215K	Buy