Grantvest Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
33,226
+2,319
+8% +$132K 1.4% 11
2025
Q1
$1.77M Buy
30,907
+2,647
+9% +$151K 1.43% 11
2024
Q4
$1.63M Buy
+28,260
New +$1.63M 1.82% 11