HWMA
JEPI icon

Heritage Wealth Management (Arizona)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$131K Buy
2,412
+1,206
+100% +$65.7K 0.02% 380
2022
Q3 		$62K Buy
+1,206
New +$62K 0.02% 377