GPWM
JEPI icon

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

Grant Private Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-34,976
Closed -$2M – 106
2025
Q1 		$2M Sell
34,976
-4,560
-12% -$261K 2.16% 9
2024
Q4 		$2.27M Buy
+39,536
New +$2.27M 2.45% 8