HWA
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Heritage Wealth Architects’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Heritage Wealth Architects’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.99M Buy
87,760
+1,716
+2% +$97.6K 3.67% 8
2025
Q1 		$4.92M Buy
+86,044
New +$4.92M 4.78% 6